Plan Snapshot
- Plan Sponsor: Fanning/Howey Associates, INC.
- Sponsor EIN: 341053065
- Sponsor Address: 128 W.MARKET ST., CELINA, OH, 45822
- Plan Type: 401(k)
- Total Participants: 120
- Total Assets: $28.5M
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 | 120 | $28.5M | $100,174 | $1.2M |
| 2023 | 108 | $29.2M | $88,597 | $1.1M |
| 2022 | 97 | $24.6M | $82,067 | $978,741 |
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 |
|---|---|---|---|---|
| BRADY, WARE & SCHOENFELD, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BRADY, WARE & SCHOENFELD, INC. — Auditor
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 | $45,028 | $32,533 | $12,495 | — | — |
| 2023 | $43,081 | $28,740 | $14,341 | — | — |
| 2022 | $32,045 | $28,140 | $3,905 | — | — |