Plan Snapshot
- Plan Sponsor: Cheeseman LLC
- Sponsor EIN: 261465565
- Sponsor Address: 2200 STATE ROUTE 119, FORT RECOVERY, OH, 45846
- Plan Type: 401(k)
- Total Participants: 531
- Total Assets: $17.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 531 | $17.1M | $409,766 | $1.4M |
| 2023 | 451 | $14.2M | $414,728 | $1.3M |
| 2022 | 423 | $12.2M | $371,028 | $1.2M |
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 |
|---|---|---|---|---|
| JONES & FRY CPA INC | Auditor | — | — | $0 |
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 | $7,903 | $4,511 | — | — | — |
| 2023 | $10,183 | $5,423 | — | — | — |
| 2022 | $7,467 | $4,311 | — | — | — |