Plan Snapshot
- Plan Sponsor: Make A Wish Found Gtr Oh Ky & In
- Sponsor EIN: 341471131
- Sponsor Address: 2545 FARMERS DRIVE, COLUMBUS, OH, 43235
- Plan Type: 401(k)
- Total Participants: 74
- Total Assets: $5.0M
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 | 74 | $5.0M | $91,186 | $401,507 |
| 2023 | 72 | $4.1M | $75,018 | $352,821 |
| 2022 | 66 | $3.4M | $75,389 | $324,403 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $9,197 | — | $9,197 |
| PARMS & COMPANY LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,197
- Estimated Expense Ratio: 0.185% 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 |
|---|---|---|---|---|---|
| 2024 | $9,198 | — | — | — | — |
| 2023 | $11,116 | — | — | — | — |
| 2022 | $8,774 | — | — | — | — |