Plan Snapshot
- Plan Sponsor: Steelville Manufacturing Co
- Sponsor EIN: 431572794
- Sponsor Address: PO BOX 919, STEELVILLE, MO, 65565
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 183
- Total Assets: $15.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 183 | $15.7M | $0 | $0 |
| 2024 | 147 | $13.9M | $344,897 | $476,526 |
| 2023 | 156 | $12.0M | $341,275 | $462,045 |
| 2022 | 151 | $10.4M | $360,588 | $485,952 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | Investment Advisor | $35,911 | — | $35,911 |
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $25,734 | — | $25,734 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,645
- Estimated Expense Ratio: 0.392% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $872,766 | $35,911 | — | — | — |
| 2024 | $55,980 | $32,202 | — | — | — |
| 2023 | $48,775 | $27,296 | — | — | — |
| 2022 | $48,024 | $28,119 | — | — | — |