Plan Snapshot
- Plan Sponsor: Limestone Bancorp, INC
- Sponsor EIN: 611142247
- Sponsor Address: 138 PUTNAM ST, MARIETTA, OH, 45750
- Plan Type: 401(k)
- Plan Number: 333
- Total Participants: 203
- Total Assets: $17.4M
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. |
|---|---|---|---|---|
| 2023 | 203 | $17.4M | $197,767 | $530,396 |
| 2022 | 220 | $14.9M | $411,762 | $1.1M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $73,530 | — | $73,530 |
| MML INVESTORS SERVICES, LLC | Investment Advisor | — | $34,768 | $34,768 |
| ENVESTNET RETIREMENT SOLUTIONS LLC | Investment Advisor | $7,774 | — | $7,774 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $116,072
- Estimated Expense Ratio: 0.668% 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 |
|---|---|---|---|---|---|
| 2023 | $81,304 | $7,774 | — | — | — |
| 2022 | $87,182 | $8,225 | — | — | — |