# E&H Family Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/e-h-family-group-inc-401k-plan

> E&H Family Group, INC.'s 401(k) plan: 407 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/aspire-financial-services) — NONE

- [RSM US LLP](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/e-h-family-group-inc-401k-plan)

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