Plan Snapshot
- Plan Sponsor: National Lime & Stone Company
- Sponsor EIN: 344312430
- Sponsor Address: 551 LAKE CASCADE PARKWAY, FINDLAY, OH, 458390120
- Plan Type: 401(k)
- Total Participants: 393
- Total Assets: $52.8M
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 | 393 | $52.8M | $1.2M | $2.5M |
| 2023 | 372 | $46.4M | $1.1M | $2.4M |
| 2022 | 361 | $38.0M | $1.0M | $2.1M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | NONE | $69,353 | — | $69,353 |
| HIGHLAND CONSULTING ASSOCIATES | NONE | $50,149 | — | $50,149 |
| WILLIAM VAUGHAN COMPANY | NONE | $24,600 | — | $24,600 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES INC — NONE
- WILLIAM VAUGHAN COMPANY — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $144,102
- Estimated Expense Ratio: 0.273% 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 | $144,202 | $51,452 | — | $24,600 | — |
| 2023 | $110,714 | $46,134 | $7,500 | — | — |
| 2022 | $136,079 | $34,336 | — | — | $14,400 |