Plan Snapshot
- Plan Sponsor: The Scott Fetzer Company
- Sponsor EIN: 470691256
- Sponsor Address: 28800 CLEMENS ROAD, WESTLAKE, OH, 441451197
- Plan Type: DB
- Total Participants: 324
- Total Assets: $83.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 324 | $83.9M | $0 | $0 |
| 2023 | 338 | $78.3M | $0 | $0 |
| 2022 | 308 | $74.2M | $0 | $0 |
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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | NONE | $380,450 | — | $380,450 |
| KEYBANK NATIONAL ASSOCIATION | TRUSTEE | $54,235 | — | $54,235 |
| D'AMICO WAWRIN & CO | NONE | $10,650 | — | $10,650 |
| PENSION BENEFIT INFORMATION, LLC | NONE | $7,360 | — | $7,360 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — NONE
- KEYBANK NATIONAL ASSOCIATION — TRUSTEE
- D'AMICO WAWRIN & CO — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $452,695
- Estimated Expense Ratio: 0.540% 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 | $648,757 | — | — | $10,650 | — |
| 2023 | $679,870 | — | — | $13,875 | — |
| 2022 | $604,519 | — | — | — | $330,282 |