Plan Snapshot
- Plan Sponsor: Libby Perszyk Kathman Holdings, INC
- Sponsor EIN: 311076158
- Sponsor Address: 1728 CHARLESTON PLACE DRIVE, LEBANON, OH, 45036
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 0
- Total Assets: $21.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $21.0M | $507,395 | $0 |
| 2023 | 54 | $14.8M | $1.2M | $0 |
| 2022 | 57 | $15.0M | $1.0M | $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 |
|---|---|---|---|---|
| KATZ SAPPER & MILLER, LLP | Auditor | — | — | $0 |
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 | $455 | — | — | — | — |
| 2023 | $700 | — | — | — | — |
| 2022 | $800 | — | — | — | $800 |