Plan Snapshot
- Plan Sponsor: Dummen NA, INC.
- Sponsor EIN: 460946062
- Sponsor Address: 250 SOUTH HIGH STREET,, COLUMBUS, OH, 43215
- Plan Type: 401(k)
- Total Participants: 265
- Total Assets: $23.2M
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 | 265 | $23.2M | $589,155 | $1.4M |
| 2023 | 259 | $21.5M | $591,930 | $1.4M |
| 2022 | 268 | $17.8M | $573,740 | $1.4M |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & CO LLP | Auditor | — | — | $0 |
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 | $73,829 | $69,005 | — | — | — |
| 2023 | $36,049 | $31,004 | — | — | — |
| 2022 | $34,274 | — | — | — | — |