Plan Snapshot
- Plan Sponsor: Ernie Green Industries, INC.
- Sponsor EIN: 311009987
- Sponsor Address: PO BOX 4240, DUBLIN, OH, 43016
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $28,521
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. |
|---|---|---|---|---|
| 2023 | 0 | $28,521 | $55,604 | $145,167 |
| 2022 | 303 | $14.7M | $397,689 | $1.3M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $39,161 | — | $39,161 |
| EVERHART FINANCIAL GROUP INC EVERHA | Investment Advisor | $7,619 | — | $7,619 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,780
- Estimated Expense Ratio: 164.019% 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 |
|---|---|---|---|---|---|
| 2023 | $47,180 | $8,019 | — | — | — |
| 2022 | $74,358 | — | $74,358 | — | — |