Plan Snapshot
- Plan Sponsor: 5812 Investment Group, LLC
- Sponsor EIN: 834680113
- Sponsor Address: 1123 GOODALE BLVD, GRANDVIEW HEIGHTS, OH, 43212
- Plan Type: 401(k)
- Total Participants: 343
- Total Assets: $3.4M
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 | 343 | $3.4M | $201,397 | $626,835 |
| 2023 | 311 | $2.9M | $183,600 | $488,976 |
| 2022 | 277 | $2.2M | $137,840 | $406,896 |
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 |
|---|---|---|---|---|
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY LLP — 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 | $23,126 | — | $23,126 | — | — |
| 2023 | $8,785 | — | $8,785 | — | — |
| 2022 | $4,315 | — | $4,315 | — | — |