Plan Snapshot
- Plan Sponsor: Deming, Malone, Livesay & Ostroff
- Sponsor EIN: 611064249
- Sponsor Address: 9300 SHELBYVILLE RD, LOUISVILLE, KY, 40222
- Plan Type: 401(k)
- Total Participants: 148
- Total Assets: $23.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 148 | $23.8M | $903,080 | $1.1M |
| 2023 | 147 | $22.1M | $883,876 | $1.0M |
| 2022 | 156 | $17.7M | $198,676 | $216,804 |
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 |
|---|---|---|---|---|
| BLAND & ASSOCIATES, PC | 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 | $61,720 | $19,200 | $2,050 | — | — |
| 2023 | $50,292 | — | $1,450 | — | — |
| 2022 | $12,291 | — | $12,291 | — | — |