# New Albany Company 401(k) Plan
Source: https://planprovider.pro/companies/new-albany-company-401k-plan

> New Albany Company's 401(k) plan: 203 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** New Albany Company

- **Sponsor EIN:** 311222569

- **Sponsor Address:** 8000 WALTON PKWY STE 200, NEW ALBANY, OH, 430547075

- **Plan Type:** 401(k)

- **Total Participants:** 203

- **Total Assets:** $19.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|203|$19.6M|$481,619|$1.1M|

| 2023|201|$18.4M|$458,295|$1.1M|

| 2022|209|$16.3M|$449,695|$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|

| JOHN HANCOCK LIFE INSURANCE COMPANY|RECORDKEEPER|$42,431|—|$42,431|

| YARGER WEALTH STRATEGIES LLC|INVESTMENT ADVISOR|$28,547|—|$28,547|

| ARY ROEPCKE MULCHAEY, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN HANCOCK LIFE INSURANCE COMPANY](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [ARY ROEPCKE MULCHAEY, P.C.](https://planprovider.pro/provider/ary-roepcke-mulchaey-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $70,978

- **Estimated Expense Ratio:** 0.362% 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|$77,369|$32,353|$2,585|—|—|

| 2023|$67,299|$28,288|$1,705|—|—|

| 2022|$68,921|$28,761|$38,040|—|$2,120|

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