Plan Snapshot
- Plan Sponsor: Bober, Markey, Fedorovich & Company
- Sponsor EIN: 341523030
- Sponsor Address: 3421 RIDGEWOOD ROAD, SUITE 300, AKRON, OH, 44333
- Plan Type: 401(k)
- Total Participants: 116
- Total Assets: $26.6M
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 | 116 | $26.6M | $469,917 | $1.5M |
| 2023 | 105 | $24.3M | $365,296 | $1.3M |
| 2022 | 97 | $19.3M | $318,872 | $1.1M |
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 | Other Service Provider | $38,000 | — | $38,000 |
| SCHWAB RETIREMENT PLAN SERVICES INC | Recordkeeper | $22,333 | — | $22,333 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,333
- Estimated Expense Ratio: 0.227% 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 | $60,333 | $38,608 | — | — | — |
| 2023 | $57,299 | $38,392 | — | — | — |
| 2022 | $59,636 | $34,750 | — | — | — |