# Fanning/Howey Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/fanning-howey-associates-inc-401k-plan

> Fanning/Howey Associates, INC.'s 401(k) plan: 120 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/brady-ware-and-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|—|—|

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