Plan Snapshot
- Plan Sponsor: Dearth Management, INC.
- Sponsor EIN: 341286757
- Sponsor Address: 323 HIDDEN RAVINES DRIVE, POWELL, OH, 43065
- Plan Type: 401(k)
- Total Participants: 30
- Total Assets: $2.1M
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 | 30 | $2.1M | $31,801 | $79,424 |
| 2023 | 61 | $1.9M | $33,639 | $80,452 |
| 2022 | 55 | $1.6M | $29,558 | $73,861 |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY LLP | 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 | $1,150 | $644 | — | — | — |
| 2023 | $952 | $462 | — | — | — |
| 2022 | $875 | — | $875 | — | — |