Plan Snapshot
- Plan Sponsor: Ashley F. Ward, INC.
- Sponsor EIN: 310480900
- Sponsor Address: 7490 EASY STREET, MASON, OH, 45040
- Plan Type: 401(k)
- Total Participants: 58
- Total Assets: $8.5M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 58 | $8.5M | $48,537 | $319,799 |
| 2023 | 76 | $8.0M | $50,916 | $323,148 |
| 2022 | 85 | $7.4M | $56,448 | $348,334 |
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 |
|---|---|---|---|---|
| HK CAMPELL AND CO. | Auditor | $19,600 | — | $19,600 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,600
- Estimated Expense Ratio: 0.230% 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 | $66,794 | $24,376 | — | $19,600 | — |
| 2023 | $44,257 | $22,781 | — | — | — |
| 2022 | $57,020 | — | $57,020 | — | — |