Plan Snapshot
- Plan Sponsor: Adena Commercial LLC
- Sponsor EIN: 311508485
- Sponsor Address: TWO MIRANOVA PLACE, COLUMBUS, OH, 43215
- Plan Type: 401(k)
- Total Participants: 113
- Total Assets: $3.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 113 | $3.9M | $72,614 | $530,102 |
| 2023 | 104 | $6.8M | $65,366 | $497,350 |
| 2022 | 104 | $5.1M | $103,016 | $496,397 |
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 |
|---|---|---|---|---|
| ARY ROEPCKE MULCHAEY, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARY ROEPCKE MULCHAEY, 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 | $30,625 | $13,413 | $17,212 | — | — |
| 2023 | $28,830 | $12,165 | $16,665 | — | — |
| 2022 | $38,256 | $15,603 | $22,653 | — | — |