Plan Snapshot
- Plan Sponsor: Cold Jet, LLC
- Sponsor EIN: 200229498
- Sponsor Address: 6283 TRI RIDGE BLVD., LOVELAND, OH, 45140
- Plan Type: 401(k)
- Total Participants: 144
- Total Assets: $21.2M
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 | 144 | $21.2M | $341,836 | $1.2M |
| 2023 | 153 | $19.1M | $410,771 | $1.2M |
| 2022 | 151 | $15.2M | $390,845 | $1.1M |
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 |
|---|---|---|---|---|
| BARNES DENNIG AND CO. LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARNES DENNIG AND CO. LTD — 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 | $58,802 | $7,441 | $50,466 | — | — |
| 2023 | $46,668 | — | — | — | — |
| 2022 | $64,899 | — | — | — | — |