Plan Snapshot
- Plan Sponsor: Checker Notions Co., INC. Dba Checker Distributors
- Sponsor EIN: 341105190
- Sponsor Address: 400 W. DUSSELL DRIVE, SUITE B, MAUMEE, OH, 435371636
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $0 | $0 |
| 2023 | 125 | $13.1M | $245,057 | $593,120 |
| 2022 | 120 | $11.3M | $255,231 | $578,957 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER SMITH | Investment Advisor | $58,672 | — | $58,672 |
| PENSION INNOVATIONS & CONSULTING | Recordkeeper | — | $11,676 | $11,676 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,348
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 | $16,522 | — | $16,522 | — | — |
| 2023 | $70,387 | — | $70,387 | — | — |
| 2022 | $29,994 | — | $29,994 | — | — |