Plan Snapshot
- Plan Sponsor: Styx Acquisition, LLC
- Sponsor EIN: 822654781
- Sponsor Address: 1401 OLD MANSFIELD ROAD, WOOSTER, OH, 44691
- Plan Type: 401(k)
- Total Participants: 1,351
- Total Assets: $39.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 1,351 | $39.3M | $0 | $1.2M |
| 2023 | 1,382 | $37.6M | $0 | $1.3M |
| 2022 | 1,385 | $34.2M | $0 | $1.3M |
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 |
|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | NONE | $107,251 | — | $107,251 |
| CAPFINANCIAL PARTNERS | NONE | $35,614 | — | $35,614 |
| UBS FINANCIAL SERVICES | NONE | $29,391 | — | $29,391 |
| MALONEY + NOVOTNY LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES — NONE
- MALONEY + NOVOTNY LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $172,256
- Estimated Expense Ratio: 0.439% 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 | $172,256 | $65,005 | — | — | — |
| 2023 | $164,603 | $45,967 | — | — | — |
| 2022 | $178,198 | $64,671 | — | — | $113,527 |