Plan Snapshot
- Plan Sponsor: American Retail Corporation
- Sponsor EIN: 205614230
- Sponsor Address: 2721 EAST SHARON ROAD, CINCINNATI, OH, 45241
- Plan Type: 401(k)
- Total Participants: 257
- Total Assets: $13.7M
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 | 257 | $13.7M | $218,264 | $1.1M |
| 2023 | 275 | $11.0M | $186,740 | $1.0M |
| 2022 | 264 | $8.5M | $176,380 | $951,394 |
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 & CO | 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 | $65,106 | $23,144 | $41,962 | — | — |
| 2023 | $43,693 | $18,305 | $25,388 | — | — |
| 2022 | $43,127 | — | $43,127 | — | — |