Plan Snapshot
- Plan Sponsor: Luvata Ohio, INC.
- Sponsor EIN: 314358696
- Sponsor Address: 1376 PITTSBURGH DRIVE, DELAWARE, OH, 430152860
- Plan Type: 401(k)
- Total Participants: 129
- Total Assets: $17.8M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 129 | $17.8M | $202,354 | $561,811 |
| 2023 | 118 | $15.4M | $180,500 | $482,853 |
| 2022 | 99 | $12.8M | $154,487 | $441,718 |
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 |
|---|---|---|---|---|
| COHEN & COMPANY, LTD | 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 | $25,296 | — | $25,296 | — | — |
| 2023 | $21,578 | — | $21,578 | — | — |
| 2022 | $21,521 | — | $21,521 | — | — |