Plan Snapshot
- Plan Sponsor: Surface Technologies Corporation
- Sponsor EIN: 592512134
- Sponsor Address: 2440 MAYPORT ROAD, ATLANTIC BEACH, FL, 32233
- Plan Type: 401(k)
- Total Participants: 214
- Total Assets: $6.6M
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 | 214 | $6.6M | $238,100 | $393,867 |
| 2023 | 212 | $6.3M | $216,655 | $394,669 |
| 2022 | 209 | $5.2M | $92,713 | $329,138 |
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 |
|---|---|---|---|---|
| SEAY & WEISSINGER, LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $14,954 | — | $14,954 | — | — |
| 2023 | $11,630 | — | $11,630 | — | — |
| 2022 | $6,468 | $808 | $5,660 | — | — |