Plan Snapshot
- Plan Sponsor: Continental Office Furniture Corp.
- Sponsor EIN: 314413238
- Sponsor Address: 5061 FREEWAY DR EAST, COLUMBUS, OH, 432295401
- Plan Type: 401(k)
- Total Participants: 97
- Total Assets: $23.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 97 | $23.6M | $303,539 | $886,664 |
| 2023 | 169 | $22.9M | $342,869 | $999,573 |
| 2022 | 157 | $22.0M | $340,596 | $971,698 |
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 |
|---|---|---|---|---|
| NATIONWIDE | INVESTMENT ADVISORY | $40,390 | — | $40,390 |
| NEWPORT GROUP, INC. | TPA | $8,177 | — | $8,177 |
| PW PARTNERS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — INVESTMENT ADVISORY
- PW PARTNERS LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,567
- Estimated Expense Ratio: 0.206% 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 | $9,366 | — | — | — | — |
| 2023 | $34,452 | $20,994 | — | — | — |
| 2022 | $46,022 | — | — | — | — |