Plan Snapshot
- Plan Sponsor: Howard, Wershbale & Co.
- Sponsor EIN: 341663157
- Sponsor Address: 28601 CHAGRIN BLVD., CLEVELAND, OH, 44122
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 143 | $35.5M | $854,963 | $1.4M |
| 2023 | 136 | $34.6M | $820,461 | $1.3M |
| 2022 | 101 | $30.2M | $705,373 | $1.2M |
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 |
|---|---|---|---|---|
| SIKICH CPA LLC | Auditor | $13,000 | — | $13,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,000
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 |
|---|---|---|---|---|---|
| 2025 | $70,107 | $24,712 | — | $13,000 | — |
| 2024 | $83,716 | $45,000 | — | $14,200 | — |
| 2023 | $80,381 | $45,000 | $22,281 | $13,100 | — |
| 2022 | $77,888 | $45,000 | $20,788 | — | — |