Plan Snapshot
- Plan Sponsor: Edgewood Manor Of Wellston
- Sponsor EIN: 822279548
- Sponsor Address: 405 NORTH PARK AVE, WELLSTON, OH, 45692
- Plan Type: 401(k)
- Total Participants: 534
- Total Assets: $1.6M
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 | 534 | $1.6M | $5,450 | $491,370 |
| 2023 | 564 | $1.3M | $6,039 | $442,956 |
| 2022 | 730 | $1.1M | $7,025 | $441,969 |
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 |
|---|---|---|---|---|
| EFPR GROUP, CPAS, PLLC | Auditor | $7,500 | — | $7,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EFPR GROUP, CPAS, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,500
- Estimated Expense Ratio: 0.457% 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 | $95,900 | $7,267 | $43,292 | $7,500 | — |
| 2023 | $95,534 | $4,871 | $49,233 | $7,200 | — |
| 2022 | $57,793 | — | $57,793 | — | — |