Plan Snapshot
- Plan Sponsor: Dwellworks, LLC
- Sponsor EIN: 208959589
- Sponsor Address: 1317 EUCLID AVE., CLEVELAND, OH, 44115
- Plan Type: 401(k)
- Total Participants: 111
- Total Assets: $11.5M
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 | 111 | $11.5M | $204,273 | $916,126 |
| 2023 | 128 | $10.9M | $214,265 | $938,365 |
| 2022 | 139 | $9.7M | $221,267 | $856,420 |
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 |
|---|---|---|---|---|
| BOBER, MARKEY, FEDOROVICH & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BOBER, MARKEY, FEDOROVICH & COMPANY — 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 | $37,160 | $16,469 | — | — | — |
| 2023 | $4,831 | — | — | — | — |
| 2022 | $6,506 | — | — | — | — |