Plan Snapshot
- Plan Sponsor: General Audit Corporation
- Sponsor EIN: 341329147
- Sponsor Address: 2348 BATON ROUGE AVENUE, LIMA, OH, 45805
- Plan Type: 401(k)
- Total Participants: 85
- Total Assets: $3.8M
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 | 85 | $3.8M | $145,346 | $271,099 |
| 2023 | 94 | $3.9M | $136,780 | $285,638 |
| 2022 | 130 | $3.3M | $137,334 | $247,930 |
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 |
|---|---|---|---|---|
| D'AMICO WAWRIN & CO | OTHER | $15,500 | — | $15,500 |
| EDWARD JONES | ADVISOR | $12,217 | — | $12,217 |
| D'AMICO WAWRIN & COMPANY CPAS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- D'AMICO WAWRIN & COMPANY CPAS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,717
- Estimated Expense Ratio: 0.730% 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 | $32,930 | — | — | — | — |
| 2023 | $13,669 | — | — | — | — |
| 2022 | — | — | — | — | — |