Plan Snapshot
- Plan Sponsor: Sur-Seal, LLC
- Sponsor EIN: 310710953
- Sponsor Address: 6156 WESSELMAN ROAD, CINCINNATI, OH, 45248
- Plan Type: DC
- Total Participants: 365
- Total Assets: $30.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 365 | $30.5M | $729,671 | $1.5M |
| 2023 | 329 | $26.6M | $691,751 | $1.5M |
| 2022 | 344 | $21.8M | $387,649 | $828,370 |
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 | $48,536 | — | $48,536 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $9,467 | — | $9,467 |
| BLUE & CO. LLC | 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
- BLUE & CO. LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,003
- Estimated Expense Ratio: 0.190% 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 | $58,003 | $9,467 | — | — | — |
| 2023 | $48,214 | $6,396 | — | — | — |
| 2022 | $29,211 | $2,576 | — | — | — |