Plan Snapshot
- Plan Sponsor: Current Hr
- Sponsor EIN: 852496075
- Sponsor Address: 1717 DIXIE HIGHWAY SUITE 390, FORT WRIGHT, KY, 41011
- Plan Type: 401(k)
- Total Participants: 565
- Total Assets: $8.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 565 | $8.1M | $674,866 | $1.4M |
| 2023 | 257 | $5.0M | $494,819 | $914,084 |
| 2022 | 170 | $2.9M | $96,607 | $248,996 |
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 |
|---|---|---|---|---|
| JASON F. CLAUSEN, P.C. | 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 | $85,883 | $9,260 | $76,623 | — | — |
| 2023 | $40,496 | $4,285 | $36,211 | — | — |
| 2022 | — | — | — | — | — |