Plan Snapshot
- Plan Sponsor: On Line Design, INC.
- Sponsor EIN: 383646068
- Sponsor Address: 12059 SHERATON LANE, CINCINNATI, OH, 45246
- Plan Type: 401(k)
- Total Participants: 82
- Total Assets: $5.7M
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 | 82 | $5.7M | $0 | $492,880 |
| 2023 | 94 | $5.2M | $0 | $566,171 |
| 2022 | 130 | $4.3M | $228 | $543,587 |
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 ADVISORY GROUP, LLC | INVESTMENT MGMT | $17,821 | — | $17,821 |
| MERRILL LYNCH PIERCE FENNER & SMITH | INVESTMENT ADVISOR | $14,923 | — | $14,923 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $13,211 | — | $13,211 |
| KOHRMAN, FRYE & ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KOHRMAN, FRYE & ASSOCIATES — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,955
- Estimated Expense Ratio: 0.810% 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 | $45,955 | $32,744 | — | — | — |
| 2023 | $36,856 | $19,833 | $17,023 | — | — |
| 2022 | $31,370 | $16,388 | $14,982 | — | — |