Plan Snapshot
- Plan Sponsor: Dobson Family Partnership LLC
- Sponsor EIN: 882373796
- Sponsor Address: 3600 YOUNGSTOWN ROAD SE, WARREN, OH, 444842831
- Plan Type: 401(k)
- Total Participants: 311
- Total Assets: $1.2M
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 | 311 | $1.2M | $175,498 | $303,115 |
| 2023 | 281 | $931,138 | $155,590 | $258,778 |
| 2022 | 158 | $425,422 | $87,358 | $142,113 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $15,195 | — | $15,195 |
| PACKER THOMAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- PACKER THOMAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,195
- Estimated Expense Ratio: 1.254% 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 | $15,196 | — | — | — | — |
| 2023 | $8,118 | — | — | — | — |
| 2022 | $4,847 | — | — | — | — |