Plan Snapshot
- Plan Sponsor: Budget Dumpster
- Sponsor EIN: 270471717
- Sponsor Address: 830 CANTERBURY RD., WESTLAKE, OH, 44145
- Plan Type: 401(k)
- Total Participants: 287
- Total Assets: $12.4M
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 | 287 | $12.4M | $695,850 | $1.3M |
| 2023 | 338 | $10.0M | $735,382 | $1.4M |
| 2022 | 325 | $6.9M | $667,089 | $1.2M |
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 |
|---|---|---|---|---|
| BOBER, MARKEY, FEDOROVICH & CO. | Auditor | $13,200 | — | $13,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BOBER, MARKEY, FEDOROVICH & CO. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,200
- Estimated Expense Ratio: 0.106% 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 | $65,403 | — | $52,203 | $13,200 | — |
| 2023 | $23,602 | — | $23,602 | — | — |
| 2022 | $20,696 | — | $20,696 | — | — |