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)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 0 | $11.7M | $46,538 | $480,273 |
| 2023 | 59 | $18.7M | $78,916 | $701,396 |
| 2022 | 83 | $15.1M | $76,985 | $679,707 |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | Recordkeeper | $84,103 | — | $84,103 |
| UBS FINANCIAL SERVICES INC. | Recordkeeper | — | $29,652 | $29,652 |
| CASSIDY SCHILLER AND ASSOCIATES | Other Service Provider | $18,525 | — | $18,525 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $132,280
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | $84,103 | — | $84,103 | — | — |
| 2023 | $50,370 | — | $50,370 | — | — |
| 2022 | $47,958 | — | $47,958 | — | — |