Plan Snapshot
- Plan Sponsor: Bricker Graydon, LLP
- Sponsor EIN: 314359739
- Sponsor Address: 100 S 3RD ST., COLUMBUS, OH, 43215
- Plan Type: 401(k)
- Total Participants: 341
- Total Assets: $198.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 341 | $198.8M | $5.1M | $4.3M |
| 2023 | 194 | $106.5M | $2.6M | $2.5M |
| 2022 | 211 | $110.4M | $2.2M | $1.9M |
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 |
|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MANAGEMENT | $39,396 | — | $39,396 |
| FIFTH THIRD BANK RETIREMENT SERVICE | ADVISOR | $37,966 | — | $37,966 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $37,865 | — | $37,865 |
| GBQ PARTNERS | ACCOUNTING | $10,250 | — | $10,250 |
| MELLOTT & MELLOTT PLL | Auditor | $10,250 | — | $10,250 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $135,727
- 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 | $125,477 | $39,396 | — | $10,250 | — |
| 2023 | $69,176 | $21,878 | — | — | — |
| 2022 | $67,851 | — | — | — | — |