# The Scott Fetzer Company 401(k) Plan
Source: https://planprovider.pro/companies/the-scott-fetzer-company-401k-plan-096

> The Scott Fetzer Company's 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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](https://planprovider.pro/provider/lincoln-financial-group) — INVESTMENT ADVISORY

- [D'AMICO WAWRIN & COMPANY CPAS LLC](https://planprovider.pro/provider/damico-wawrin-and-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|

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