Plan Snapshot
- Plan Sponsor: Ezurio LLC
- Sponsor EIN: 833098075
- Sponsor Address: 50 SOUTH MAIN STREET, AKRON, OH, 44308
- Plan Type: 401(k)
- Total Participants: 127
- Total Assets: $33.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 127 | $33.8M | $262,694 | $1.7M |
| 2023 | 154 | $32.9M | $495,217 | $1.7M |
| 2022 | 117 | $25.7M | $458,972 | $1.6M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH | INVESTMENT ADVISOR | $71,232 | — | $71,232 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $20,280 | — | $20,280 |
| SIKICH CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERRILL LYNCH — INVESTMENT ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- SIKICH CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $91,512
- Estimated Expense Ratio: 0.271% 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 | $91,512 | $71,232 | $300 | — | — |
| 2023 | $65,559 | — | — | — | — |
| 2022 | $61,169 | — | — | — | — |