Plan Snapshot
- Plan Sponsor: City Barbeque
- Sponsor EIN: 311657386
- Sponsor Address: 5168 BLAZER PKWY, DUBLIN, OH, 43017
- Plan Type: 401(k)
- Total Participants: 1,249
- Total Assets: $15.3M
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 | 1,249 | $15.3M | $746,421 | $1.4M |
| 2023 | 1,125 | $12.7M | $663,689 | $1.3M |
| 2022 | 912 | $10.4M | $603,594 | $1.3M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $44,183 | — | $44,183 |
| OSAIC WEALTH INC | ADVISOR | $18,000 | — | $18,000 |
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- OSAIC WEALTH INC — ADVISOR
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,183
- Estimated Expense Ratio: 0.406% 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 | $67,598 | $18,000 | — | — | — |
| 2023 | $58,130 | $18,000 | — | — | — |
| 2022 | $39,963 | — | — | — | — |