Plan Snapshot
- Plan Sponsor: Modern Office Methods, INC.
- Sponsor EIN: 311479207
- Sponsor Address: 4747 LAKE FOREST DRIVE SUITE 200, CINCINNATI, OH, 45242
- Plan Type: 401(k)
- Total Participants: 231
- Total Assets: $22.0M
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 | 231 | $22.0M | $237,096 | $1.6M |
| 2023 | 214 | $19.2M | $320,579 | $1.4M |
| 2022 | 197 | $16.6M | $453,380 | $1.3M |
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 |
|---|---|---|---|---|
| CLARK SCHAEFER HACKETT | 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 | $83,442 | $14,049 | — | — | — |
| 2023 | $69,056 | $8,421 | — | — | — |
| 2022 | $86,301 | — | $86,301 | — | — |