Plan Snapshot
- Plan Sponsor: Donnellon Mccarthy Enterprises
- Sponsor EIN: 310990520
- Sponsor Address: 10855 MEDALLION DR, CINCINNATI, OH, 452414829
- Plan Type: 401(k)
- Total Participants: 94
- Total Assets: $5.7M
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 | 94 | $5.7M | $93,480 | $470,222 |
| 2023 | 99 | $5.0M | $89,329 | $452,646 |
| 2022 | 92 | $4.1M | $80,232 | $427,478 |
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 |
|---|---|---|---|---|
| MANNING & ASSOCIATES CPAS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MANNING & ASSOCIATES CPAS, LLC — Auditor
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 | $31,145 | $10,691 | $19,594 | — | — |
| 2023 | $24,588 | $11,003 | $12,725 | — | — |
| 2022 | $21,003 | $6,773 | $14,230 | — | — |