Plan Snapshot
- Plan Sponsor: The Sherwin-Williams Company
- Sponsor EIN: 340526850
- Sponsor Address: 101 PROSPECT AVENUE N.W., CLEVELAND, OH, 441151075
- Plan Type: 401(k)
- Plan Number: 029
- Total Participants: 0
- Total Assets: $148.9M
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 | 0 | $148.9M | $0 | $0 |
| 2023 | 0 | $135.2M | $0 | $0 |
| 2022 | 0 | $119.4M | $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 |
|---|---|---|---|---|
| AON CONSULTING | Recordkeeper | $234,374 | — | $234,374 |
| NORTHERN TRUST COMPANY | Other Service Provider | $134,345 | — | $134,345 |
| LORD ABBETT & CO. | Other Service Provider | $104,429 | — | $104,429 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Other Service Provider | $42,477 | — | $42,477 |
| JP MORGAN INVESTMENT MANAGEMENT INC | Recordkeeper | $32,819 | — | $32,819 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON CONSULTING — Recordkeeper
- JP MORGAN INVESTMENT MANAGEMENT INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $548,444
- Estimated Expense Ratio: 0.368% 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 | $686,532 | — | — | — | — |
| 2023 | $503,498 | — | — | — | — |
| 2022 | $744,601 | — | — | — | — |