Plan Snapshot
- Plan Sponsor: Adams Brown Counties Economic Opportunities, INC.
- Sponsor EIN: 310710683
- Sponsor Address: 406 W PLUM ST, GEORGETOWN, OH, 451211056
- Plan Type: 401(k)
- Total Participants: 227
- Total Assets: $6.6M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 227 | $6.6M | $154,789 | $250,440 |
| 2023 | 162 | $6.3M | $167,142 | $226,373 |
| 2022 | 152 | $5.7M | $131,444 | $199,757 |
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 |
|---|---|---|---|---|
| S.R. SNODGRASS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- S.R. SNODGRASS P.C. — 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 | $6,570 | — | — | — | — |
| 2023 | $5,041 | — | — | — | — |
| 2022 | $1,256 | — | — | — | — |