Plan Snapshot
- Plan Sponsor: Surface Combustion, INC.
- Sponsor EIN: 341568193
- Sponsor Address: 1700 INDIAN WOOD CIRCLE, MAUMEE, OH, 43537
- Plan Type: 401(k)
- Total Participants: 85
- Total Assets: $21.4M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 85 | $21.4M | $317,749 | $511,733 |
| 2023 | 80 | $21.1M | $210,239 | $430,382 |
| 2022 | 74 | $19.0M | $195,040 | $405,333 |
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 |
|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $61,268 | — | $61,268 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $28,236 | — | $28,236 |
| FIFTH THIRD BANK | INVESTMENT ADVISOR | $21,397 | — | $21,397 |
| WILLIAM VAUGHAN COMPANY | AUDITOR | $18,000 | — | $18,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIAM VAUGHAN COMPANY — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $128,901
- Estimated Expense Ratio: 0.602% 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 | $128,932 | $82,665 | — | $18,000 | — |
| 2023 | $116,229 | $74,420 | — | $15,000 | — |
| 2022 | $102,109 | $71,887 | $30,222 | — | — |