Plan Snapshot
- Plan Sponsor: Loth Holdings, LLC
- Sponsor EIN: 454794305
- Sponsor Address: 3574 EAST KEMPER ROAD, CINCINNATI, OH, 45241
- Plan Type: 401(k)
- Total Participants: 134
- Total Assets: $12.8M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 134 | $12.8M | $186,754 | $1.0M |
| 2023 | 139 | $11.8M | $171,586 | $1.0M |
| 2022 | 154 | $10.2M | $166,535 | $1.0M |
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 | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARNES DENNIG — 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 | $65,956 | $46,739 | — | — | — |
| 2023 | $69,267 | $42,347 | — | — | — |
| 2022 | $66,519 | $39,133 | $27,386 | — | — |