Plan Snapshot
- Plan Sponsor: E&H Family Group, INC.
- Sponsor EIN: 452159221
- Sponsor Address: 115 SOUTH MARKET STREET, WOOSTER, OH, 44691
- Plan Type: 401(k)
- Total Participants: 407
- Total Assets: $7.5M
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 | 407 | $7.5M | $200,762 | $468,875 |
| 2023 | 407 | $7.3M | $154,624 | $371,514 |
| 2022 | 227 | $6.9M | $46,859 | $241,623 |
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 |
|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | NONE | $29,103 | — | $29,103 |
| UBS FINANCIAL SERVICES, INC. | NONE | $5,529 | — | $5,529 |
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES, INC. — NONE
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,632
- Estimated Expense Ratio: 0.459% 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 | $38,382 | $9,279 | — | — | — |
| 2023 | $43,556 | $20,123 | — | — | — |
| 2022 | $48,489 | $24,395 | — | — | $24,094 |