Plan Snapshot
- Plan Sponsor: Adeeb Sons INC
- Sponsor EIN: 311313206
- Sponsor Address: 2951 MADISON RD, CINCINNATI, OH, 45209
- Plan Type: 401(k)
- Total Participants: 101
- Total Assets: $1.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 101 | $1.5M | $83,934 | $140,258 |
| 2023 | 89 | $1.3M | $75,156 | $117,693 |
| 2022 | 89 | $996,420 | $66,895 | $94,714 |
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 |
|---|---|---|---|---|
| CLARK SCHAEFER HACKETT | Auditor | — | — | $0 |
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 | $47,312 | $31,013 | — | — | — |
| 2023 | $21,504 | $20,671 | — | — | — |
| 2022 | $20,049 | — | — | — | — |