Plan Snapshot
- Plan Sponsor: Hahn Loeser & Parks LLP
- Sponsor EIN: 340410308
- Sponsor Address: 200 PUBLIC SQUARE, CLEVELAND, OH, 441142316
- Plan Type: DC
- Total Participants: 180
- Total Assets: $33.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 180 | $33.1M | $1.3M | $0 |
| 2023 | 178 | $31.7M | $1.2M | $0 |
| 2022 | 178 | $27.2M | $1.0M | $0 |
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 |
|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SRVCS | Recordkeeper | $29,651 | — | $29,651 |
| UBS FINANCIAL SERVICE INC. | Recordkeeper | $27,940 | — | $27,940 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK RETIREMENT PLAN SRVCS — Recordkeeper
- UBS FINANCIAL SERVICE INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,591
- Estimated Expense Ratio: 0.174% 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 | $61,089 | — | — | — | — |
| 2023 | $58,015 | — | — | — | — |
| 2022 | $57,989 | — | — | — | $57,989 |