Plan Snapshot
- Plan Sponsor: Charah, LLC
- Sponsor EIN: 611127098
- Sponsor Address: 12601 PLANTSIDE DR, LOUISVILLE, KY, 40299
- Plan Type: 401(k)
- Total Participants: 478
- Total Assets: $21.2M
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 | 478 | $21.2M | $743,926 | $2.3M |
| 2023 | 453 | $19.8M | $743,493 | $2.1M |
| 2022 | 478 | $17.6M | $970,801 | $2.4M |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $78,986 | — | $78,986 |
| MERRILL LYNCH PIERCE FENNER & SMITH | INVESTMENT ADVISOR | $30,827 | $841 | $31,668 |
| HARDING SHYMANSKI & COMPANY P. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- HARDING SHYMANSKI & COMPANY P. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $110,654
- Estimated Expense Ratio: 0.521% 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 | $109,814 | $45,617 | — | — | — |
| 2023 | $108,389 | $7,701 | — | — | — |
| 2022 | $124,205 | — | — | — | — |