Plan Snapshot
- Plan Sponsor: Bertram Inn
- Sponsor EIN: 341900270
- Sponsor Address: 600 N AURORA ROAD, AURORA, OH, 44202
- Plan Type: 401(k)
- Total Participants: 99
- Total Assets: $2.4M
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 | 99 | $2.4M | $0 | $143,298 |
| 2023 | 103 | $2.1M | $0 | $124,915 |
| 2022 | 94 | $1.8M | $0 | $146,387 |
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 |
|---|---|---|---|---|
| REA & ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REA & ASSOCIATES — 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 | $29,903 | $13,357 | — | — | — |
| 2023 | $26,209 | $11,191 | — | — | — |
| 2022 | $25,981 | — | — | — | — |