Plan Snapshot
- Plan Sponsor: Ancora Holdings Group, LLC
- Sponsor EIN: 872417854
- Sponsor Address: 6060 PARKLAND BLVD., MAYFIELD HEIGHTS, OH, 44124
- Plan Type: DC
- Total Participants: 110
- Total Assets: $23.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 110 | $23.4M | $604,364 | $1.6M |
| 2023 | 121 | $20.6M | $515,813 | $1.4M |
| 2022 | 118 | $16.1M | $714,833 | $1.2M |
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 |
|---|---|---|---|---|
| COHEN & COMPANY, LTD | 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 | $12,265 | — | $20 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |