Plan Snapshot
- Plan Sponsor: Lendkey Technologies, INC.
- Sponsor EIN: 651307115
- Sponsor Address: 9999 CARVER ROAD, SUITE 400, BLUE ASH, OH, 45242
- Plan Type: 401(k)
- Total Participants: 174
- Total Assets: $9.4M
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 | 174 | $9.4M | $0 | $1.3M |
| 2023 | 153 | $7.4M | $150,000 | $1.1M |
| 2022 | 144 | $5.2M | $0 | $888,436 |
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 |
|---|---|---|---|---|
| BARNES DENNIG & CO LTD. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARNES DENNIG & CO 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 | $27,135 | $20,865 | $6,270 | — | — |
| 2023 | $19,093 | $14,723 | $4,370 | — | — |
| 2022 | $16,062 | $12,597 | $3,465 | — | — |