# Charles Penzone, INC. 401(k) Plan
Source: https://planprovider.pro/companies/charles-penzone-inc-401k-plan

> Charles Penzone, INC.'s 401(k) plan: 307 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Charles Penzone, INC.

- **Sponsor EIN:** 310749362

- **Sponsor Address:** 6671 VILLAGE PKWY, DUBLIN, OH, 43017

- **Plan Type:** 401(k)

- **Total Participants:** 307

- **Total Assets:** $14.6M

## 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|307|$14.6M|$0|$818,106|

| 2023|299|$13.0M|$0|$789,757|

| 2022|281|$10.8M|$0|$734,137|

## 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|

| GBQ PARTNERS|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GBQ PARTNERS](https://planprovider.pro/provider/gbq-partners-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|$67,082|$34,206|—|—|—|

| 2023|$60,037|$28,477|—|—|—|

| 2022|$67,386|—|—|—|—|

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