Plan Snapshot
- Plan Sponsor: Surefire Wireline, LLC
- Sponsor EIN: 472238147
- Sponsor Address: 233 NORTH PARK DRIVE, KITTANNING, PA, 16201
- Plan Type: 401(k)
- Total Participants: 115
- Total Assets: $5.9M
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 | 115 | $5.9M | $441,667 | $758,701 |
| 2023 | 136 | $5.7M | $658,404 | $823,680 |
| 2022 | 142 | $4.1M | $502,571 | $758,935 |
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 |
|---|---|---|---|---|
| HILL, BARTH & KING LLC | Auditor | $8,873 | — | $8,873 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HILL, BARTH & KING LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,873
- Estimated Expense Ratio: 0.150% 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 | $55,764 | $27,328 | — | $8,873 | — |
| 2023 | $40,928 | $7,501 | $33,427 | — | — |
| 2022 | $6,306 | $1,480 | $4,826 | — | — |