Plan Snapshot
- Plan Sponsor: Gentlebrook
- Sponsor EIN: 237400452
- Sponsor Address: 880 SUNNYSIDE SW SUITE A, HARTVILLE, OH, 44632
- Plan Type: 401(k)
- Total Participants: 251
- Total Assets: $6.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 251 | $6.2M | $118,342 | $325,021 |
| 2023 | 172 | $5.4M | $102,762 | $289,241 |
| 2022 | 175 | $4.3M | $85,241 | $260,689 |
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 |
|---|---|---|---|---|
| HW & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HW & CO. — 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 | $3,491 | — | — | — | — |
| 2023 | $909 | — | $909 | — | — |
| 2022 | $982 | — | $982 | — | — |