Plan Snapshot
- Plan Sponsor: Company Wrench, Ltd.
- Sponsor EIN: 311709484
- Sponsor Address: 4805 SCOOBY LANE NW, CARROLL, OH, 43112
- Plan Type: 401(k)
- Total Participants: 232
- Total Assets: $14.8M
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 | 232 | $14.8M | $824,826 | $1.3M |
| 2023 | 232 | $11.6M | $579,951 | $1.2M |
| 2022 | 221 | $8.9M | $482,256 | $947,474 |
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 | $36,373 | $24,882 | $11,491 | — | — |
| 2023 | $30,014 | $21,615 | $8,399 | — | — |
| 2022 | $25,277 | $20,434 | $4,843 | — | — |