Plan Snapshot
- Plan Sponsor: K.E. Gutridge, LLC
- Sponsor EIN: 821007719
- Sponsor Address: 88 SOUTH SECOND ST, NEWARK, OH, 43055
- Plan Type: DC
- Total Participants: 293
- Total Assets: $5.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 293 | $5.5M | $1.3M | $0 |
| 2023 | 265 | $4.4M | $522,437 | $0 |
| 2022 | 243 | $3.9M | $625,908 | $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 |
|---|---|---|---|---|
| ERICKSON DEMEL & ASSOCIATES, PLLC | Auditor | $4,500 | — | $4,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ERICKSON DEMEL & ASSOCIATES, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,500
- Estimated Expense Ratio: 0.081% 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 | $4,500 | — | — | $4,500 | — |
| 2023 | $4,000 | — | — | $4,000 | — |
| 2022 | $9,450 | — | — | — | $9,450 |