Plan Snapshot
- Plan Sponsor: Ccde/Oakstone Academy
- Sponsor EIN: 311666674
- Sponsor Address: 900 CLUB DRIVE, WESTERVILLE, OH, 43081
- Plan Type: 401(k)
- Total Participants: 102
- Total Assets: $6.9M
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 | 102 | $6.9M | $300,755 | $344,475 |
| 2023 | 118 | $5.9M | $188,861 | $302,636 |
| 2022 | 112 | $5.7M | $236,594 | $305,792 |
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 |
|---|---|---|---|---|
| EVERHART ADVISORS | INVESTMENT ADVISOR | $18,302 | — | $18,302 |
| CAPITAL GROUP RETIREMENT PLAN SVCS | RECORDKEEPER | $12,120 | — | $12,120 |
| SEO CPA GROUP, LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EVERHART ADVISORS — INVESTMENT ADVISOR
- SEO CPA GROUP, LTD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,422
- Estimated Expense Ratio: 0.440% 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 | $32,222 | $18,302 | $12,120 | — | — |
| 2023 | $25,913 | $18,229 | $4,584 | — | — |
| 2022 | $29,666 | — | $29,666 | — | — |