Plan Snapshot
- Plan Sponsor: Chrisanne Gordon M.D.
- Sponsor EIN: 311257236
- Sponsor Address: 225 COLONIAL DRIVE, CANFIELD, OH, 44406
- Plan Type: DC
- Total Participants: 1
- Total Assets: $3.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1 | $3.3M | $0 | $0 |
| 2023 | 1 | $3.0M | $0 | $0 |
| 2022 | 1 | $2.6M | $0 | $0 |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | Recordkeeper | $49,653 | $746 | $50,399 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,399
- Estimated Expense Ratio: 1.511% 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 | $50,399 | — | $50,399 | — | — |
| 2023 | $44,085 | — | $44,085 | — | — |
| 2022 | $42,156 | — | $42,156 | — | — |