# Evans, Mechwart, Hambleton & Tilton, INC. 401(k) Plan
Source: https://planprovider.pro/companies/evans-mechwart-hambleton-tilton-inc-401k-plan

> Evans, Mechwart, Hambleton & Tilton, INC.'s 401(k) plan: 323 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Evans, Mechwart, Hambleton & Tilton, INC.

- **Sponsor EIN:** 310685594

- **Sponsor Address:** 5500 NEW ALBANY ROAD, NEW ALBANY, OH, 43054

- **Plan Type:** 401(k)

- **Total Participants:** 323

- **Total Assets:** $66.4M

## 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|323|$66.4M|$1.2M|$3.0M|

| 2023|319|$56.8M|$1.1M|$2.7M|

| 2022|317|$46.2M|$1.0M|$2.5M|

## 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|

| LPL FINANCIAL CORPORATION RPCP|NONE|$76,830|—|$76,830|

| STANCORP FINANCIAL GROUP|NONE|$61,971|$7,202|$69,173|

| PLANTE MORAN|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $146,003

- **Estimated Expense Ratio:** 0.220% 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|$138,805|—|$138,805|—|—|

| 2023|$124,398|$63,934|$60,464|—|—|

| 2022|$127,093|—|$127,093|—|—|

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