Plan Snapshot
- Plan Sponsor: Superalloy Manufacturing Solutions Corp.
- Sponsor EIN: 311167525
- Sponsor Address: 11230 DEERFIELD RD, CINCINNATI, OH, 45242
- Plan Type: 401(k)
- Total Participants: 153
- Total Assets: $14.6M
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 | 153 | $14.6M | $401,588 | $797,584 |
| 2023 | 146 | $12.8M | $398,964 | $825,626 |
| 2022 | 168 | $11.9M | $426,338 | $916,225 |
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 FIN SERV ADVISORS | Investment Advisor | $28,119 | — | $28,119 |
| NATIONWIDE | Recordkeeper | $15,402 | — | $15,402 |
| THE PENSION SERVICE INC. | Recordkeeper | $2,314 | $6,356 | $8,670 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES FIN SERV ADVISORS — Investment Advisor
- NATIONWIDE — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,191
- Estimated Expense Ratio: 0.358% 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 | $62,188 | — | — | — | — |
| 2023 | $57,336 | — | — | — | — |
| 2022 | $56,206 | — | — | — | $56,206 |