Plan Snapshot
- Plan Sponsor: Dayton Progress Corporation
- Sponsor EIN: 310533428
- Sponsor Address: 500 PROGRESS RD., DAYTON, OH, 45449
- Plan Type: 401(k)
- Total Participants: 529
- Total Assets: $100.9M
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 | 529 | $100.9M | $1.3M | $3.3M |
| 2023 | 613 | $93.8M | $1.3M | $3.4M |
| 2022 | 587 | $83.1M | $1.3M | $3.4M |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | NONE | $36,006 | — | $36,006 |
| VANGUARD ADVISERS INC. | NONE | $34,698 | — | $34,698 |
| BRADY WARE & SCHOENFELD, INC. | NONE | $22,695 | — | $22,695 |
| THE VANGUARD GROUP, INC. | NONE | $18,413 | — | $18,413 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC. — NONE
- VANGUARD ADVISERS INC. — NONE
- BRADY WARE & SCHOENFELD, INC. — NONE
- THE VANGUARD GROUP, INC. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $111,812
- Estimated Expense Ratio: 0.111% 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 | $109,708 | — | — | — | — |
| 2023 | $62,307 | — | — | — | — |
| 2022 | $96,836 | — | — | — | — |