Plan Snapshot
- Plan Sponsor: Dentons Bingham Greenebaum LLP
- Sponsor EIN: 611584266
- Sponsor Address: 101 SOUTH FIFTH STREET, LOUISVILLE, KY, 402023197
- Plan Type: 401(k)
- Total Participants: 347
- Total Assets: $224.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 347 | $224.2M | $3.7M | $3.3M |
| 2023 | 340 | $216.4M | $3.5M | $3.1M |
| 2022 | 340 | $207.2M | $3.3M | $2.9M |
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 |
|---|---|---|---|---|
| MATRIX TRUST COMPANY | NONE | $117,058 | — | $117,058 |
| DEAN DORTON ALLEN FORD, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MATRIX TRUST COMPANY — NONE
- DEAN DORTON ALLEN FORD, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $117,058
- Estimated Expense Ratio: 0.052% 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 | $117,058 | $117,058 | — | — | — |
| 2023 | $151,415 | $151,415 | — | — | — |
| 2022 | $142,248 | $142,248 | — | — | — |