Plan Snapshot
- Plan Sponsor: Ferno-Washington, INC.
- Sponsor EIN: 310595222
- Sponsor Address: 70 WEIL WAY, WILMINGTON, OH, 451779371
- Plan Type: 401(k)
- Total Participants: 232
- Total Assets: $33.1M
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 | 232 | $33.1M | $159,524 | $987,007 |
| 2023 | 260 | $29.5M | $157,043 | $957,713 |
| 2022 | 252 | $24.0M | $149,287 | $876,810 |
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 |
|---|---|---|---|---|
| BARNES DENNING | Auditor | $18,250 | — | $18,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARNES DENNING — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,250
- Estimated Expense Ratio: 0.055% 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 | $29,460 | — | — | $18,250 | — |
| 2023 | $21,177 | — | — | $8,800 | — |
| 2022 | $18,647 | — | — | — | $17,302 |