Plan Snapshot
- Plan Sponsor: Ohio Eagle Distributing, LLC
- Sponsor EIN: 472304014
- Sponsor Address: 9300 ALLEN ROAD, WEST CHESTER, OH, 450693847
- Plan Type: 401(k)
- Total Participants: 124
- Total Assets: $14.2M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 124 | $14.2M | $283,425 | $581,126 |
| 2023 | 133 | $12.0M | $251,102 | $547,815 |
| 2022 | 118 | $8.5M | $165,800 | $430,647 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $36,995 | — | $36,995 |
| MORGAN STANLEY INSURANCE SERVICES I | Investment Advisor | — | $17,496 | $17,496 |
| KB PENSION SERVICES INC | Other Service Provider | $5,075 | $5,152 | $10,227 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,718
- Estimated Expense Ratio: 0.457% 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 | $46,852 | — | $46,852 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |