Plan Snapshot
- Plan Sponsor: Great Day Improvements, LLC
- Sponsor EIN: 273509545
- Sponsor Address: 2500 E ENTERPRISE PKWY, TWINSBURG, OH, 44057
- Plan Type: 401(k)
- Total Participants: 2,902
- Total Assets: $76.6M
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 | 2,902 | $76.6M | $3.2M | $8.5M |
| 2023 | 2,908 | $65.2M | $2.9M | $7.2M |
| 2022 | 704 | $8.8M | $604,486 | $2.2M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $144,049 | — | $144,049 |
| OSAIC WEALTH, INC. | INVESTMENT ADVISOR | $36,000 | — | $36,000 |
| SAGEPOINT FINANCIAL INC. | INVESTMENT ADVISOR | $12,000 | — | $12,000 |
| COHEN COMPANY LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- OSAIC WEALTH, INC. — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $192,049
- Estimated Expense Ratio: 0.251% 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 | $192,049 | — | — | — | — |
| 2023 | $103,752 | $30,391 | — | — | — |
| 2022 | $103,079 | — | — | — | — |