Plan Snapshot
- Plan Sponsor: Alexander & Associates Co.
- Sponsor EIN: 310643856
- Sponsor Address: 4625 ESTE AVE, CINCINNATI, OH, 45232
- Plan Type: 401(k)
- Total Participants: 93
- Total Assets: $32.1M
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 | 93 | $32.1M | $290,509 | $943,114 |
| 2023 | 94 | $29.6M | $281,090 | $935,016 |
| 2022 | 94 | $28.8M | $283,194 | $903,351 |
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 |
|---|---|---|---|---|
| ECONOMOU & FLOOD, P.C. | 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 | $86,228 | $54,880 | — | — | — |
| 2023 | $84,955 | $57,097 | — | — | — |
| 2022 | $98,283 | $67,158 | $31,125 | — | — |