Plan Snapshot
- Plan Sponsor: Denier Electric Co., INC.
- Sponsor EIN: 310839754
- Sponsor Address: 7266 NEW HAVEN RD, HARRISON, OH, 45030
- Plan Type: 401(k)
- Total Participants: 345
- Total Assets: $37.9M
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 | 345 | $37.9M | $591,029 | $1.9M |
| 2023 | 308 | $34.6M | $599,636 | $1.9M |
| 2022 | 322 | $28.8M | $440,335 | $1.9M |
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 | ADVISOR | $52,992 | — | $52,992 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $42,529 | — | $42,529 |
| BARNES DENNIG | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- BARNES DENNIG — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $95,521
- Estimated Expense Ratio: 0.252% 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 | $95,521 | $52,992 | $1,200 | — | — |
| 2023 | $107,344 | $60,120 | $300 | — | — |
| 2022 | $109,242 | — | — | — | — |