Plan Snapshot
- Plan Sponsor: The Shepherd Material Science Company
- Sponsor EIN: 310989650
- Sponsor Address: 4900 BEECH STREET, NORWOOD, OH, 45212
- Plan Type: 401(k)
- Total Participants: 524
- Total Assets: $132.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 524 | $132.1M | $2.5M | $3.7M |
| 2023 | 488 | $119.9M | $2.0M | $3.7M |
| 2022 | 488 | $104.7M | $2.3M | $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 |
|---|---|---|---|---|
| SAGEVIEW | CONSULTANT | $55,000 | — | $55,000 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $30,400 | — | $30,400 |
| FLYNN & COMPANY | ACCOUNTANT/AUDITOR | $18,400 | — | $18,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAGEVIEW — CONSULTANT
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $103,800
- Estimated Expense Ratio: 0.079% 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 | $85,969 | $30,400 | $300 | $18,400 | — |
| 2023 | $49,392 | $29,154 | $300 | $17,100 | — |
| 2022 | $34,048 | $26,571 | — | — | — |