Plan Snapshot
- Plan Sponsor: Vinton Steel, LLC
- Sponsor EIN: 742857200
- Sponsor Address: P.O. BOX 12843, EL PASO, TX, 79913
- Plan Type: 401(k)
- Total Participants: 375
- Total Assets: $16.8M
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 | 375 | $16.8M | $1.0M | $1.3M |
| 2023 | 347 | $14.1M | $912,561 | $1.1M |
| 2022 | 341 | $11.4M | $943,812 | $1.1M |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $110,550 | — | $110,550 |
| RESOURCES INVESTMENT ADVISORS, INC. | Recordkeeper | $53,966 | — | $53,966 |
| DA DEFENSE LOGISTICS 401(K) PLAN | Recordkeeper | $10,000 | — | $10,000 |
| PEGGY S. EDGE CPA LLC | Other Service Provider | $9,000 | — | $9,000 |
| CRESCENDO RETIREMENT PLAN ADVISORS, | Investment Advisor | $6,344 | — | $6,344 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
- RESOURCES INVESTMENT ADVISORS, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $189,860
- Estimated Expense Ratio: 1.129% 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 | $174,516 | $63,966 | — | — | — |
| 2023 | $105,162 | $53,127 | — | — | — |
| 2022 | $102,410 | — | — | — | — |