Plan Snapshot
- Plan Sponsor: Exhibit Concepts, INC.
- Sponsor EIN: 310938752
- Sponsor Address: 700 CROSSROADS COURT, VANDALIA, OH, 45377
- Plan Type: 401(k)
- Total Participants: 122
- Total Assets: $9.4M
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 | 122 | $9.4M | $0 | $517,555 |
| 2023 | 130 | $9.0M | $0 | $545,163 |
| 2022 | 121 | $7.7M | $0 | $430,525 |
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 |
|---|---|---|---|---|
| CONSOLIDATED FINANCIAL MGMT GRP LLC | Investment Advisor | $27,378 | — | $27,378 |
| EMPOWER ANNUITY INSUR CO OF AMER | Recordkeeper | $20,330 | — | $20,330 |
| CLARK SCHAEFER HACKET & CO | Other Service Provider | $12,554 | — | $12,554 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,262
- Estimated Expense Ratio: 0.642% 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 | $51,729 | $33,924 | $8,372 | — | — |
| 2023 | $36,300 | $36,300 | — | — | — |
| 2022 | $35,197 | $35,197 | — | — | — |