Plan Snapshot
- Plan Sponsor: Sure Steel, INC.
- Sponsor EIN: 870509964
- Sponsor Address: 7528 SOUTH CORNIA DRIVE, SOUTH WEBER, UT, 84405
- Plan Type: 401(k)
- Total Participants: 530
- Total Assets: $9.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 530 | $9.0M | $343,283 | $672,659 |
| 2023 | 391 | $7.3M | $300,246 | $545,559 |
| 2022 | 267 | $5.5M | $272,997 | $535,855 |
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 |
|---|---|---|---|---|
| HEALTHEQUITY RETIREMENT SERVICES, L | NONE | $18,311 | — | $18,311 |
| AMERITAS LIFE INSURANCE CORP | NONE | $12,068 | — | $12,068 |
| BAS PARTNERS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AMERITAS LIFE INSURANCE CORP — NONE
- BAS PARTNERS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,379
- Estimated Expense Ratio: 0.339% 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 | $36,009 | $4,076 | $30,379 | — | — |
| 2023 | $29,617 | $3,073 | $23,605 | — | — |
| 2022 | $27,095 | $2,711 | $24,384 | — | — |