Plan Snapshot
- Plan Sponsor: Candle-Lite Company, LLC
- Sponsor EIN: 463867345
- Sponsor Address: 10521 MILLINGTON COURT, CINCINNATI, OH, 452424022
- Plan Type: 401(k)
- Total Participants: 407
- Total Assets: $52.1M
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 | 407 | $52.1M | $352,460 | $890,508 |
| 2023 | 464 | $49.9M | $399,390 | $1.7M |
| 2022 | 552 | $46.1M | $437,563 | $1.8M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | Recordkeeper | $92,990 | — | $92,990 |
| ONE DIGITAL INVESTMENT ADVISORS | Other Service Provider | $27,021 | — | $27,021 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $120,011
- Estimated Expense Ratio: 0.230% 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 | $120,011 | $27,021 | $92,990 | — | — |
| 2023 | $107,838 | $24,259 | $83,579 | — | — |
| 2022 | $119,860 | $26,852 | $93,008 | — | — |