Plan Snapshot
- Plan Sponsor: Doubleday Acquisitions LLC Dba Csafe Glo
- Sponsor EIN: 522442441
- Sponsor Address: 675 GATEWAY BLVD., MONROE, OH, 45050
- Plan Type: 401(k)
- Total Participants: 170
- Total Assets: $17.4M
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 | 170 | $17.4M | $944,478 | $1.4M |
| 2023 | 160 | $13.3M | $937,830 | $1.4M |
| 2022 | 150 | $8.6M | $722,555 | $1.0M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $18,917 | — | $18,917 |
| BRIXEY AND MEYER, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- BRIXEY AND MEYER, INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,917
- Estimated Expense Ratio: 0.109% 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 | $23,760 | $4,843 | — | — | — |
| 2023 | $16,045 | $3,266 | — | — | — |
| 2022 | $52,221 | $2,111 | — | — | — |