Plan Snapshot
- Plan Sponsor: Vorteq Coil Finishers, LLC
- Sponsor EIN: 464386937
- Sponsor Address: 135 ALLEGHENY AVE SUITE A, OAKMONT, PA, 15139
- Plan Type: 401(k)
- Total Participants: 299
- Total Assets: $12.7M
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 | 299 | $12.7M | $440,551 | $809,614 |
| 2023 | 283 | $11.0M | $432,865 | $721,200 |
| 2022 | 300 | $9.4M | $395,123 | $723,491 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | Recordkeeper | $46,476 | — | $46,476 |
| INDEPENDENT FINANCIAL PARTNERS | Other Service Provider | $41,525 | — | $41,525 |
| CHARLES SCHWAB | Recordkeeper | — | $5,219 | $5,219 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — Recordkeeper
- CHARLES SCHWAB — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $93,220
- Estimated Expense Ratio: 0.732% 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 | $88,001 | — | $88,001 | — | — |
| 2023 | $76,744 | — | $76,744 | — | — |
| 2022 | $73,709 | — | $73,709 | — | — |