Plan Snapshot
- Plan Sponsor: The Sherwin-Williams Company
- Sponsor EIN: 340526850
- Sponsor Address: 101 PROSPECT AVENUE N.W., CLEVELAND, OH, 441151075
- Plan Type: DC
- Total Participants: 47,415
- Total Assets: $1.7B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 47,415 | $1.7B | $103.2M | $0 |
| 2023 | 47,538 | $1.6B | $98.3M | $0 |
| 2022 | 47,282 | $1.3B | $58.9M | $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 |
|---|---|---|---|---|
| FIDELITY INV INST OPS CO, INC | Other Service Provider | $835,252 | — | $835,252 |
| STRATEGIC ADVISORS INC | Other Service Provider | $257,267 | — | $257,267 |
| QDRO CONSULTANTS | Other Service Provider | $5,250 | — | $5,250 |
| CROWE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INV INST OPS CO, INC — Other Service Provider
- STRATEGIC ADVISORS INC — Other Service Provider
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,097,769
- Estimated Expense Ratio: 0.064% 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 | $1,229,996 | $257,267 | — | — | — |
| 2023 | $1,391,090 | $281,341 | — | — | — |
| 2022 | $1,332,432 | $268,999 | — | — | — |