Plan Snapshot
- Plan Sponsor: Highland Home Furnishings Ii I
- Sponsor EIN: 311650099
- Sponsor Address: 2074 MARION MOUNT GILEAD RD, MARION, OH, 433028989
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 126
- Total Assets: $2.4M
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 | 126 | $2.4M | $142,690 | $242,134 |
| 2023 | 118 | $2.0M | $153,047 | $246,891 |
| 2022 | 141 | $1.4M | $135,674 | $210,523 |
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 |
|---|---|---|---|---|
| PAYCHEX, INC. | Recordkeeper | $6,240 | — | $6,240 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,240
- Estimated Expense Ratio: 0.264% 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 | $11,366 | $4,981 | $6,385 | — | — |
| 2023 | $7,988 | $3,739 | $4,249 | — | — |
| 2022 | $8,443 | $4,540 | $3,903 | — | — |