Plan Snapshot
- Plan Sponsor: 535 Main LLC
- Sponsor EIN: 010672358
- Sponsor Address: 2901 S HURSTBOURNE PKWY, LOUISVILLE, KY, 40220
- Plan Type: DC
- Total Participants: 288
- Total Assets: $5.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 288 | $5.2M | $700,000 | $0 |
| 2023 | 253 | $4.2M | $593,451 | $0 |
| 2022 | 223 | $3.3M | $506,311 | $0 |
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 |
|---|---|---|---|---|
| MATHER & CO. CPAS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MATHER & CO. CPAS, LLC — 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 | $22,984 | $20,165 | — | — | — |
| 2023 | $19,109 | $16,888 | — | — | — |
| 2022 | $16,758 | $16,758 | — | — | — |