Plan Snapshot
- Plan Sponsor: Benesch, Friedlander, Coplan & Aronoff LLP
- Sponsor EIN: 346596918
- Sponsor Address: 127 PUBLIC SQUARE, SUITE 4900, CLEVELAND, OH, 441142378
- Plan Type: 401(k)
- Total Participants: 751
- Total Assets: $202.5M
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 | 751 | $202.5M | $8.4M | $11.7M |
| 2023 | 655 | $174.3M | $6.0M | $9.7M |
| 2022 | 559 | $151.1M | $5.6M | $8.0M |
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 |
|---|---|---|---|---|
| ELLSWORTH ADVISORS LLC | ADVISOR | $138,675 | — | $138,675 |
| MALONEY & NOVOTNY LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MALONEY & NOVOTNY LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $138,675
- Estimated Expense Ratio: 0.068% 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 | $120,544 | $138,675 | $300 | — | — |
| 2023 | $73,706 | $120,147 | $300 | — | — |
| 2022 | $120,458 | — | — | — | — |