Plan Snapshot
- Plan Sponsor: Countryside Rentals, INC.
- Sponsor EIN: 311197186
- Sponsor Address: PO BOX 547, BAINBRIDGE, OH, 45612
- Plan Type: 401(k)
- Total Participants: 341
- Total Assets: $21.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 341 | $21.4M | $1.8M | $983,916 |
| 2023 | 322 | $17.3M | $1.6M | $1.2M |
| 2022 | 450 | $14.5M | $1.5M | $742,955 |
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 |
|---|---|---|---|---|
| SUMMIT FINANCIAL LLC | Other Service Provider | $42,801 | — | $42,801 |
| BURKE & SCHINDLER, PLL | Recordkeeper | $16,391 | — | $16,391 |
| LINCOLN NATIONAL CORPORATION | Recordkeeper | $10,770 | — | $10,770 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,962
- Estimated Expense Ratio: 0.327% 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 | $69,962 | — | $69,962 | — | — |
| 2023 | $55,789 | — | $55,789 | — | — |
| 2022 | $52,719 | — | $52,719 | — | — |