Plan Snapshot
- Plan Sponsor: Bellofram Corporation
- Sponsor EIN: 311191017
- Sponsor Address: 7795 WALTON PARKWAY SUITE 175, NEW ALBANY, OH, 43054
- Plan Type: 401(k)
- Total Participants: 199
- Total Assets: $1.7M
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 | 199 | $1.7M | $76,136 | $160,838 |
| 2023 | 201 | $1.6M | $92,401 | $198,189 |
| 2022 | 279 | $1.4M | $75,641 | $161,757 |
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 |
|---|---|---|---|---|
| HILL BARTH & KING LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HILL BARTH & KING LLC — Auditor
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 | $2,371 | $1,246 | — | — | — |
| 2023 | $3,079 | $1,126 | — | $303 | — |
| 2022 | $1,936 | — | — | — | — |