Plan Snapshot
- Plan Sponsor: The Fiesta Tableware Company
- Sponsor EIN: 550215070
- Sponsor Address: 672 FIESTA DRIVE, NEWELL, WV, 260501077
- Plan Type: DC
- Total Participants: 755
- Total Assets: $8.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 755 | $8.1M | $196,652 | $14,848 |
| 2023 | 152 | $8.4M | $190,852 | $13,267 |
| 2022 | 199 | $9.6M | $312,493 | $21,127 |
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 |
|---|---|---|---|---|
| SCHNEIDER DOWNS WEALTH MGMT ADV. | Investment Advisor | $37,657 | — | $37,657 |
| SCHNEIDER DOWNS RETIREMENT SOLUTION | Recordkeeper | $26,683 | — | $26,683 |
| CHARLES SCHWAB TRUST COMPANY | Custodian / Trustee | $5,648 | — | $5,648 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES SCHWAB TRUST COMPANY — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,988
- Estimated Expense Ratio: 0.860% 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 | $69,988 | $37,657 | $5,648 | — | — |
| 2023 | $87,729 | $41,213 | — | $13,000 | — |
| 2022 | $117,276 | $50,366 | — | — | $66,910 |