Plan Snapshot
- Plan Sponsor: Warren Screw Products, INC.
- Sponsor EIN: 381567516
- Sponsor Address: 13201 STEPHENS ROAD, WARREN, MI, 48089
- Plan Type: 401(k)
- Total Participants: 126
- Total Assets: $4.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 126 | $4.9M | $108,870 | $397,111 |
| 2023 | 127 | $4.9M | $118,297 | $400,689 |
| 2022 | 124 | $4.3M | $91,912 | $305,808 |
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 |
|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $16,998 | — | $16,998 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $11,283 | — | $11,283 |
| FIFTH THIRD BANK | Investment Advisor | $8,418 | — | $8,418 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,699
- Estimated Expense Ratio: 0.751% 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 | $36,699 | $25,416 | — | — | — |
| 2023 | $34,577 | $24,337 | — | — | — |
| 2022 | $38,099 | $20,140 | $17,959 | — | — |