# Ccde/Oakstone Academy 401(k) Plan
Source: https://planprovider.pro/companies/ccde-oakstone-academy-401k-plan

> Ccde/Oakstone Academy's 401(k) plan: 102 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/everhart-advisors) — INVESTMENT ADVISOR

- [SEO CPA GROUP, LTD](https://planprovider.pro/provider/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|—|—|

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