Plan Snapshot
- Plan Sponsor: Cwi Gifts
- Sponsor EIN: 311000992
- Sponsor Address: 4600 S HAMILTON ROAD, GROVEPORT, OH, 43125
- Plan Type: 401(k)
- Total Participants: 110
- Total Assets: $3.6M
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 | 110 | $3.6M | $109,801 | $175,295 |
| 2023 | 122 | $3.0M | $35,053 | $72,322 |
| 2022 | 104 | $2.4M | $112,755 | $183,905 |
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 |
|---|---|---|---|---|
| DECIMAL, INC. | Recordkeeper | $10,277 | — | $10,277 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,277
- Estimated Expense Ratio: 0.284% 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 | $11,256 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |