Plan Snapshot
- Plan Sponsor: Living Arrangements For The Developmentally Disabled, INC.
- Sponsor EIN: 310894923
- Sponsor Address: 3603 VICTORY PARKWAY, CINCINNATI, OH, 45229
- Plan Type: 403(b)
- Total Participants: 143
- Total Assets: $2.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 143 | $2.6M | $22,710 | $274,965 |
| 2023 | 160 | $2.2M | $0 | $249,375 |
| 2022 | 161 | $1.9M | $0 | $221,653 |
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. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARNES DENNIG & CO. — 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 | $25,788 | $16,773 | — | — | — |
| 2023 | $24,048 | $14,460 | — | — | — |
| 2022 | $23,742 | $15,071 | $8,671 | — | — |