Plan Snapshot
- Plan Sponsor: Frost Brown Todd LLP
- Sponsor EIN: 610722001
- Sponsor Address: 400 WEST MARKET STREET, LOUISVILLE, KY, 40202
- Plan Type: 401(k)
- Total Participants: 661
- Total Assets: $329.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 661 | $329.9M | $8.7M | $6.9M |
| 2023 | 652 | $315.4M | $7.8M | $6.5M |
| 2022 | 658 | $286.6M | $7.2M | $6.0M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | NONE | $40,074 | — | $40,074 |
| CAPITAL MGMT SERVICES INC | NONE | $34,275 | — | $34,275 |
| HARDING, SHYMANSKI & COMPANY, P.S.C | Auditor | $22,300 | — | $22,300 |
| HARDING SHYMANSKI AND COMPANY P.S.C | NONE | $22,300 | — | $22,300 |
| PROCOURSE FIDUCIARY ADVISORS, LLC | NONE | $16,713 | — | $16,713 |
| MJ RETIREMENT | NONE | $16,377 | — | $16,377 |
| BAHL & GAYNOR INC | NONE | $11,870 | — | $11,870 |
| RETIREMENT MANAGEMENT SERVICES, LLC | NONE | $11,700 | — | $11,700 |
| BEDEL FINANCIAL CONSULTING INC | NONE | $8,922 | — | $8,922 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HARDING, SHYMANSKI & COMPANY, P.S.C — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $184,531
- Estimated Expense Ratio: 0.056% 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 | $165,624 | $71,779 | — | $22,300 | — |
| 2023 | $152,323 | $34,657 | — | $1,200 | — |
| 2022 | $178,813 | $52,382 | — | — | $20,470 |