Plan Snapshot
- Plan Sponsor: Command Alkon Incorporated
- Sponsor EIN: 202902185
- Sponsor Address: 6750 CROSBY COURT, DUBLIN, OH, 43016
- Plan Type: 401(k)
- Total Participants: 394
- Total Assets: $68.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 394 | $68.8M | $1.1M | $3.7M |
| 2023 | 379 | $63.8M | $1.0M | $3.4M |
| 2022 | 371 | $56.7M | $993,732 | $3.3M |
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 |
|---|---|---|---|---|
| WAVERLY ADVISORS LLC | ADVISOR | $71,172 | — | $71,172 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $33,559 | — | $33,559 |
| THE HIGHLANDS ACCOUNTING GROUP, INC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $104,731
- Estimated Expense Ratio: 0.152% 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 | $104,731 | $71,172 | — | — | — |
| 2023 | $100,272 | $63,523 | — | — | — |
| 2022 | $104,195 | — | — | — | — |