Plan Snapshot
- Plan Sponsor: Easter Seals Tristate LLC
- Sponsor EIN: 310873433
- Sponsor Address: 2901 GILBERT AVENUE, CINCINNATI, OH, 45206
- Plan Type: 401(k)
- Total Participants: 625
- Total Assets: $11.2M
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 | 625 | $11.2M | $307,479 | $537,554 |
| 2023 | 552 | $11.0M | $225,369 | $460,316 |
| 2022 | 263 | $6.9M | $148,618 | $222,537 |
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 |
|---|---|---|---|---|
| BLUE & CO., LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLUE & CO., LLC — 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 | $70,544 | — | $70,544 | — | — |
| 2023 | $7,960 | — | $7,960 | — | — |
| 2022 | $1,594 | — | — | — | $1,594 |