Plan Snapshot
- Plan Sponsor: Maple Knoll Communities, INC.
- Sponsor EIN: 310544277
- Sponsor Address: 11100 SPRINGFIELD PIKE, CINCINNATI, OH, 45246
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 288
- Total Assets: $22.8M
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. |
|---|---|---|---|---|
| 2023 | 288 | $22.8M | $405,517 | $1.1M |
| 2022 | 309 | $20.2M | $430,804 | $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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | Recordkeeper | $76,040 | — | $76,040 |
| EVERHART ADVISORS | Investment Advisor | $40,847 | — | $40,847 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — Recordkeeper
- EVERHART ADVISORS — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $116,887
- Estimated Expense Ratio: 0.512% 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 | $116,890 | $40,896 | $75,994 | — | — |
| 2022 | $129,229 | — | $129,229 | — | — |