Plan Snapshot
- Plan Sponsor: Elmwood Of Fremont, Ltd.
- Sponsor EIN: 341933704
- Sponsor Address: 441 N. BROADWAY, GREEN SPRINGS, OH, 44836
- Plan Type: 401(k)
- Total Participants: 238
- Total Assets: $3.5M
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 | 238 | $3.5M | $155,177 | $214,620 |
| 2023 | 230 | $2.8M | $148,151 | $208,775 |
| 2022 | 229 | $2.3M | $158,942 | $217,306 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN, LLP — 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 | $2,875 | — | — | — | — |
| 2023 | $3,070 | — | — | $3,070 | — |
| 2022 | $3,875 | — | — | — | $3,875 |