# Sur-Seal, LLC DC Plan
Source: https://planprovider.pro/companies/sur-seal-llc-plan

> Sur-Seal, LLC&#39;s DC plan: 365 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

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

- [BLUE & CO. LLC](https://planprovider.pro/provider/blue-and-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|—|—|—|

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