Plan Snapshot
- Plan Sponsor: Geo. Byers Sons Holding, INC.
- Sponsor EIN: 314139860
- Sponsor Address: 427 S. HAMILTON ROAD, COLUMBUS, OH, 43216
- Plan Type: 401(k)
- Total Participants: 750
- Total Assets: $50.4M
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 | 750 | $50.4M | $537,398 | $4.1M |
| 2023 | 731 | $42.9M | $588,110 | $4.0M |
| 2022 | 680 | $36.5M | $546,692 | $3.8M |
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 |
|---|---|---|---|---|
| PROACCOUNT | INVESTMENT ADVISORY | $75,518 | — | $75,518 |
| NATIONWIDE | INVESTMENT ADVISOR | $21,502 | — | $21,502 |
| PW PARTNERS | AUDITOR | $20,000 | — | $20,000 |
| A P S - PENTEGRA | THIRD PARTY ADMIN | $13,160 | — | $13,160 |
| PW PARTNERS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PROACCOUNT — INVESTMENT ADVISORY
- NATIONWIDE — INVESTMENT ADVISOR
- A P S - PENTEGRA — THIRD PARTY ADMIN
- PW PARTNERS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $130,180
- Estimated Expense Ratio: 0.258% 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 | $135,589 | — | $135,589 | — | — |
| 2023 | $322,890 | — | $322,890 | — | — |
| 2022 | $304,819 | — | $304,819 | — | — |