Plan Snapshot
- Plan Sponsor: The Scott Fetzer Company
- Sponsor EIN: 470691256
- Sponsor Address: 28800 CLEMENS ROAD, WESTLAKE, OH, 44145
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 0 | $0 | $876,067 | $3.9M |
| 2023 | 674 | $84.6M | $1.2M | $3.6M |
| 2022 | 705 | $77.1M | $1.1M | $3.8M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $262,966 | — | $262,966 |
| CAPFINANCIAL PARTNERS, LLC | INVESTMENT ADVISORY | $65,842 | — | $65,842 |
| WILLIS TOWER WATSON | INVESTMENT ADVISORY | $28,748 | — | $28,748 |
| D'AMICO WAWRIN & COMPANY CPAS LLC | Auditor | $9,827 | — | $9,827 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWER WATSON — INVESTMENT ADVISORY
- D'AMICO WAWRIN & COMPANY CPAS LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $367,383
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 | $208,569 | $54,676 | $144,066 | $9,827 | — |
| 2023 | $183,403 | $47,295 | $131,458 | $4,625 | — |
| 2022 | $190,422 | $12,930 | $163,492 | — | $14,000 |