# Stoelzle Glass Usa, INC. 401(k) Plan
Source: https://planprovider.pro/companies/stoelzle-glass-usa-inc-401k-plan

> Stoelzle Glass Usa, INC.'s 401(k) plan: 354 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [EVERHART FINANCIAL GROUP INC](https://planprovider.pro/provider/everhart-advisors) — ADVISOR

- [BENNETT THRASHER](https://planprovider.pro/provider/bennett-thrasher-llp) — 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|—|—|—|

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