Plan Snapshot
- Plan Sponsor: Ernst Enterprises, INC.
- Sponsor EIN: 311031307
- Sponsor Address: PO BOX 5055, VANDALIA, OH, 45377
- Plan Type: 401(k)
- Total Participants: 1,123
- Total Assets: $122.0M
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 | 1,123 | $122.0M | $15.1M | $5.8M |
| 2023 | 1,109 | $103.1M | $14.4M | $5.2M |
| 2022 | 1,051 | $79.0M | $9.6M | $4.5M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | RECORDKEEPER | $28,775 | — | $28,775 |
| KENTNER SELLERS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KENTNER SELLERS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,775
- Estimated Expense Ratio: 0.024% 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 | $28,775 | — | — | — | — |
| 2023 | $23,300 | — | — | — | — |
| 2022 | $19,625 | — | — | — | — |