Plan Snapshot
- Plan Sponsor: Feldkamp Enterprises, INC.
- Sponsor EIN: 310868966
- Sponsor Address: 3642 MUDDY CREEK, CINCINNATI, OH, 452382044
- Plan Type: 401(k)
- Total Participants: 149
- Total Assets: $17.2M
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. |
|---|---|---|---|---|
| 2023 | 149 | $17.2M | $175,858 | $504,691 |
| 2022 | 169 | $16.1M | $308,693 | $488,914 |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | NONE | $81,116 | — | $81,116 |
| PENSION CORPORATION OF AMERICA | NONE | $28,116 | $41,012 | $69,128 |
| KELLEY GALLOWAY SMITH GOOLSBY, PSC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES, INC. — NONE
- KELLEY GALLOWAY SMITH GOOLSBY, PSC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $150,244
- Estimated Expense Ratio: 0.875% 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 |
|---|---|---|---|---|---|
| 2023 | $54,616 | $40,558 | — | — | — |
| 2022 | $52,431 | $43,353 | $9,078 | — | — |