Plan Snapshot
- Plan Sponsor: Baxter Hodell Donnelly Preston, INC.
- Sponsor EIN: 311190740
- Sponsor Address: 302 WEST THIRD STREET, CINCINNATI, OH, 45202
- Plan Type: 401(k)
- Total Participants: 189
- Total Assets: $30.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 189 | $30.8M | $1.3M | $1.9M |
| 2023 | 182 | $24.6M | $489,208 | $1.7M |
| 2022 | 163 | $20.8M | $419,468 | $1.5M |
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 | 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 | $7,377 | $7,079 | — | — | — |
| 2023 | $6,011 | $5,986 | — | — | — |
| 2022 | $4,242 | $4,242 | — | — | — |