# The Scott Fetzer Company 401(k) Plan
Source: https://planprovider.pro/companies/the-scott-fetzer-company-401k-plan-115

> 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|$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](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:** $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|—|—|

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