Plan Snapshot
- Plan Sponsor: Express Container Services
- Sponsor EIN: 264104826
- Sponsor Address: 10300 EVENDALE DR, CINCINNATI, OH, 45241
- Plan Type: 401(k)
- Total Participants: 258
- Total Assets: $6.8M
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 | 258 | $6.8M | $332,890 | $546,327 |
| 2023 | 233 | $5.9M | $299,697 | $502,015 |
| 2022 | 208 | $4.6M | $271,361 | $457,258 |
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 |
|---|---|---|---|---|
| TOPEL AND SILVER | Auditor | — | — | $0 |
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 | $9,760 | $257 | — | — | — |
| 2023 | $6,814 | $247 | — | — | — |
| 2022 | $5,370 | — | — | — | — |