Plan Snapshot
- Plan Sponsor: Adena Corporation
- Sponsor EIN: 341376430
- Sponsor Address: 1310 WEST FOURTH STREET, MANSFIELD, OH, 44906
- Plan Type: 401(k)
- Total Participants: 456
- Total Assets: $29.7M
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 | 456 | $29.7M | $1.8M | $1.8M |
| 2023 | 448 | $24.2M | $1.4M | $1.6M |
| 2022 | 418 | $19.1M | $1.6M | $1.6M |
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 |
|---|---|---|---|---|
| KM&M | 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 | $112,788 | — | — | — | — |
| 2023 | $87,868 | $43,852 | — | — | — |
| 2022 | $81,417 | $40,441 | $40,976 | — | — |