Plan Snapshot
- Plan Sponsor: The State Group Industrial Usa Limited
- Sponsor EIN: 980361702
- Sponsor Address: 13800 HIGHWAY 57, EVANSVILLE, IN, 47725
- Plan Type: 401(k)
- Total Participants: 235
- Total Assets: $16.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 235 | $16.2M | $1.2M | $2.1M |
| 2023 | 289 | $12.0M | $665,152 | $1.5M |
| 2022 | 220 | $9.4M | $585,908 | $1.3M |
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 |
|---|---|---|---|---|
| WEAVER AND TIDWELL, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER AND TIDWELL, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $58,882 | $16,985 | — | — | — |
| 2023 | $51,725 | $20,011 | $31,714 | — | — |
| 2022 | $47,078 | $46,192 | $886 | — | — |