Plan Snapshot
- Plan Sponsor: Stoelzle Glass Usa, INC.
- Sponsor EIN: 271766515
- Sponsor Address: 400 9TH STREET, MONACA, PA, 15061
- Plan Type: 401(k)
- Total Participants: 354
- Total Assets: $15.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 354 | $15.0M | $684,817 | $1.3M |
| 2023 | 301 | $14.7M | $549,534 | $1.2M |
| 2022 | 366 | $13.9M | $544,477 | $1.2M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $42,575 | — | $42,575 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $9,465 | — | $9,465 |
| EVERHART FINANCIAL GROUP INC | ADVISOR | $5,692 | — | $5,692 |
| BENNETT THRASHER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- EVERHART FINANCIAL GROUP INC — ADVISOR
- BENNETT THRASHER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,732
- Estimated Expense Ratio: 0.384% 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 |
|---|---|---|---|---|---|
| 2024 | $57,732 | $15,157 | — | — | — |
| 2023 | $44,461 | $12,750 | — | — | — |
| 2022 | $36,903 | $6,778 | — | — | — |