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 | $159,528 | $1.1M |
| 2023 | 769 | $12.0M | $245,002 | $999,775 |
| 2022 | 825 | $11.1M | $252,121 | $1.0M |
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 | $118,212 | — | $118,212 |
| CAPFINANCIAL PARTNERS, LLC | INVESTMENT ADVISORY | $53,638 | $262 | $53,900 |
| D'AMICO WAWRIN & COMPANY CPAS LLC | Auditor | $10,650 | — | $10,650 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $182,762
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 | $109,695 | $36,808 | $62,237 | $10,650 | — |
| 2023 | $85,925 | $26,819 | $59,106 | — | — |
| 2022 | $77,912 | — | $77,912 | — | — |