Plan Snapshot
- Plan Sponsor: Amsdell Companies LLC
- Sponsor EIN: 451165527
- Sponsor Address: 20445 EMERALD PKWY DR. #220, CLEVELAND, OH, 441356027
- Plan Type: 401(k)
- Total Participants: 261
- Total Assets: $6.3M
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 | 261 | $6.3M | $152,303 | $876,048 |
| 2023 | 246 | $5.2M | $142,370 | $782,655 |
| 2022 | 250 | $4.1M | $125,042 | $745,498 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $16,579 | — | $16,579 |
| UBS FINANCIAL SERVICES INC | Investment Advisor | — | $16,005 | $16,005 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,584
- Estimated Expense Ratio: 0.516% of plan assets
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 | $16,579 | — | $16,579 | — | — |
| 2023 | $16,971 | — | $16,971 | — | — |
| 2022 | $14,739 | — | $14,739 | — | — |