Plan Snapshot
- Plan Sponsor: Messer Construction Co.
- Sponsor EIN: 310740877
- Sponsor Address: 643 W COURT STREET, CINCINNATI, OH, 452031511
- Plan Type: DC
- Total Participants: 669
- Total Assets: $37.9M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 669 | $37.9M | $4.0M | $0 |
| 2023 | 656 | $38.3M | $3.9M | $0 |
| 2022 | 661 | $39.8M | $3.6M | $0 |
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 |
|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP | Recordkeeper | $79,111 | — | $79,111 |
| JPMCB MGMT | Investment Advisor | $43,978 | — | $43,978 |
| PARMS & COMPANY | Other Service Provider | $24,700 | — | $24,700 |
| MARINER INSTITUTIONAL LLC | Investment Advisor | $23,750 | — | $23,750 |
| SAWGRASS ASSET MGMT | Investment Advisor | $12,776 | — | $12,776 |
| PNC | Custodian / Trustee | $7,553 | — | $7,553 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JPMCB MGMT — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $191,868
- Estimated Expense Ratio: 0.506% 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 | $192,867 | $89,079 | $79,088 | $24,700 | — |
| 2023 | $234,727 | $122,773 | $88,254 | $23,700 | — |
| 2022 | $284,726 | $181,755 | $79,971 | — | $23,000 |