Plan Snapshot
- Plan Sponsor: Technical Rubber Company, INC.
- Sponsor EIN: 314403525
- Sponsor Address: P.O. BOX 486, JOHNSTOWN, OH, 43031
- Plan Type: 401(k)
- Total Participants: 170
- Total Assets: $21.9M
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 | 170 | $21.9M | $719,585 | $818,023 |
| 2023 | 165 | $20.2M | $666,179 | $758,849 |
| 2022 | 156 | $19.5M | $599,270 | $697,030 |
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 |
|---|---|---|---|---|
| OXFORD FINANCIAL GRO | INVESTMENT ADVISOR | $25,174 | — | $25,174 |
| SCHNEIDER DOWNS & CO, INC | ACCOUNTANT/AUDITOR | $16,000 | — | $16,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- OXFORD FINANCIAL GRO — INVESTMENT ADVISOR
- SCHNEIDER DOWNS & CO, INC — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,174
- Estimated Expense Ratio: 0.188% 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 | $43,294 | — | — | $16,000 | — |
| 2023 | $42,541 | — | $300 | $15,000 | — |
| 2022 | $41,556 | — | — | — | — |