Plan Snapshot
- Plan Sponsor: Efficient Collaborative Retail Marketing Company Dba Ecrm
- Sponsor EIN: 341752681
- Sponsor Address: 27070 MILES ROAD SUITE A, SOLON, OH, 44139
- Plan Type: 401(k)
- Total Participants: 137
- Total Assets: $21.0M
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 | 137 | $21.0M | $314,488 | $946,288 |
| 2023 | 147 | $18.1M | $343,662 | $960,839 |
| 2022 | 185 | $15.8M | $436,079 | $1.1M |
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, FEDORVICH & CO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BOBER, MARKEY, FEDORVICH & CO — 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 | $4,727 | — | — | — | — |
| 2023 | $5,165 | — | — | — | — |
| 2022 | $4,887 | — | — | — | — |