Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Ssoe
Ssoe 401(k)
- Professional, scientific, and technical services
- Toledo, OH
- EIN 34-1045421
- 1 plan with Schedule H financials
- Plan year 2024
- Ssoe, Inc.
Administrative expenses excluding investment management, per participant · Ssoe, Inc. Profit Sharing and Savings Plan and Trust · plan year 2024
$212.65
Higher than 96% of the 2,324 plans $250M to 1B that report it.
Source
= $355,121 / 1,670
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014133257NAL0006085042001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014133257NAL0006085042001, received 2025-10-14
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-14.
Cost and contributions
Administrative expenses per participant
$212.65
Higher than 91% of the 2,405 plans $250M to 1B that report it.
Source
= $355,121 / 1,670
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014133257NAL0006085042001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014133257NAL0006085042001, received 2025-10-14
Administrative expenses as a share of assets
0.124%
Higher than 76% of the 2,407 plans $250M to 1B that report it.
Source
= $355,121 / $285,820,469
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014133257NAL0006085042001, received 2025-10-14
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014133257NAL0006085042001, received 2025-10-14
Employer contributions per participant
$4,200
Higher than 66% of the 2,457 plans $250M to 1B that report it.
Source
= $7,014,101 / 1,670
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014133257NAL0006085042001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014133257NAL0006085042001, received 2025-10-14
Employer share of total contributions
26.7%
Higher than 35% of the 2,459 plans $250M to 1B that report it.
Source
= $7,014,101 / $26,281,544
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014133257NAL0006085042001, received 2025-10-14
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014133257NAL0006085042001, received 2025-10-14
Plan terms, as stated in Ssoe, Inc.'s SEC filings
Plan terms are not published in public filings.
Plan features
2E profit-sharing · 2F ERISA 404(c) plan · 2H partially participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251014133257NAL0006085042001, received 2025-10-14
Full record, Ssoe, Inc. Profit Sharing and Savings Plan and Trust
| Field | Value | Source |
|---|---|---|
| Plan sponsor | SSOE, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251014133257NAL0006085042001, received 2025-10-14 |
| Plan name | SSOE, INC. PROFIT SHARING AND SAVINGS PLAN AND TRUST | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251014133257NAL0006085042001, received 2025-10-14 |
| Sponsor EIN / plan number | 34-1045421 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251014133257NAL0006085042001, received 2025-10-14 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251014133257NAL0006085042001, received 2025-10-14 |
| Sponsor location | TOLEDO, OH | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251014133257NAL0006085042001, received 2025-10-14 |
| Industry (business code) | 541330, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251014133257NAL0006085042001, received 2025-10-14 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251014133257NAL0006085042001, received 2025-10-14 |
| Filing received | 2025-10-14 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251014133257NAL0006085042001, received 2025-10-14 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251014133257NAL0006085042001, received 2025-10-14 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251014133257NAL0006085042001, received 2025-10-14 |
| Participants, beginning of year | 1,570 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251014133257NAL0006085042001, received 2025-10-14 |
| Active participants | 1,325 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251014133257NAL0006085042001, received 2025-10-14 |
| Participants, end of year | 1,686 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251014133257NAL0006085042001, received 2025-10-14 |
| Participants with an account balance | 1,670 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014133257NAL0006085042001, received 2025-10-14 |
| Total assets, beginning of year | $242,603,124 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251014133257NAL0006085042001, received 2025-10-14 |
| Total assets, end of year | $285,820,469 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014133257NAL0006085042001, received 2025-10-14 |
| Net assets, end of year | $285,820,469 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251014133257NAL0006085042001, received 2025-10-14 |
| Total income | $59,102,582 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251014133257NAL0006085042001, received 2025-10-14 |
| Net income | $43,217,345 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251014133257NAL0006085042001, received 2025-10-14 |
| Employer contributions | $7,014,101 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014133257NAL0006085042001, received 2025-10-14 |
| Participant contributions | $14,305,501 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251014133257NAL0006085042001, received 2025-10-14 |
| Other contributions (incl. rollovers) | $4,961,942 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251014133257NAL0006085042001, received 2025-10-14 |
| Total contributions | $26,281,544 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014133257NAL0006085042001, received 2025-10-14 |
| Benefit payments | $15,530,116 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251014133257NAL0006085042001, received 2025-10-14 |
| Total expenses (incl. benefit payments) | $15,885,237 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251014133257NAL0006085042001, received 2025-10-14 |
| Total administrative expenses | $355,121 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014133257NAL0006085042001, received 2025-10-14 |
| Administrative expenses excluding investment management | $355,121 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014133257NAL0006085042001, received 2025-10-14 |
| Held in common/collective trusts | $140,345,657 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251014133257NAL0006085042001, received 2025-10-14 |
| Held in mutual funds | $144,017,970 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251014133257NAL0006085042001, received 2025-10-14 |
| Independent auditor | CLIFTONLARSONALLEN LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251014133257NAL0006085042001, received 2025-10-14 |
Position = column in the DOL layout for form year 2024. Filing 20251014133257NAL0006085042001, received 2025-10-14.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC.recordkeeper | NONE | 15 Recordkeeping and information management; 16 Consulting (general); 25 Trustee (directed); 37 Participant loan processing; 38 Participant communication; 52 Investment management fees paid indirectly by plan; 99 Other fees | $121,946 | yes |
| NFP RETIREMENT INC | NONE | 16 Consulting (general) | $120,000 | no |
| VANGUARD ADVISERS INC. | NONE | 26 Investment advisory (participants) | $103,674 | no |
| CLIFTON LARSON ALLEN LLP | NONE | 10 Accounting (including auditing) | $12,600 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251014133257NAL0006085042001, received 2025-10-14.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $242,603,124 | $285,820,469 | 17.8% |
| Participants with a balance | 1,534 | 1,670 | 8.9% |
| Administrative expenses | $340,732 | $355,121 | 4.2% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $9,596,695 | $7,014,101 | -26.9% |
Prior filing 20241004112725NAL0019526176001, received 2024-10-04; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: SSOE, INC.; SEC registrant: SSOE, INC. (CIK 1566863, matched by EIN).