# The Scott Fetzer Company DB Plan
Source: https://planprovider.pro/companies/the-scott-fetzer-company-plan-098

> The Scott Fetzer Company's DB plan: 324 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lincoln-financial-group) — NONE

- [KEYBANK NATIONAL ASSOCIATION](https://planprovider.pro/provider/victory-capital-management-inc) — TRUSTEE

- [D'AMICO WAWRIN & CO](https://planprovider.pro/provider/damico-wawrin-and-company-cpas-llc) — 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|

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- [The Scott Fetzer Company](https://planprovider.pro/companies/the-scott-fetzer-company-401k-plan-096) — 674 participants

- [The Scott Fetzer Company](https://planprovider.pro/companies/the-scott-fetzer-company-401k-plan-115) — 769 participants

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