Plan Snapshot
- Plan Sponsor: Ke Gutridge, LLC
- Sponsor EIN: 821007719
- Sponsor Address: 88 SOUTH SECOND STREET, NEWARK, OH, 43055
- Plan Type: 401(k)
- Total Participants: 261
- Total Assets: $8.6M
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. |
|---|---|---|---|---|
| 2024 | 261 | $8.6M | $365,729 | $728,250 |
| 2023 | 245 | $6.5M | $261,648 | $494,986 |
| 2022 | 242 | $5.5M | $253,557 | $447,790 |
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 |
|---|---|---|---|---|
| SEO CPA GROUP, LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SEO CPA GROUP, LTD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $57,072 | — | $57,072 | — | — |
| 2023 | $43,142 | — | $43,142 | — | — |
| 2022 | $45,979 | — | $45,979 | — | — |