Plan Snapshot
- Plan Sponsor: Our Lady Of The Wayside, INC.
- Sponsor EIN: 341020957
- Sponsor Address: 38023 COLORADO AVE, AVON, OH, 440111026
- Plan Type: 401(k)
- Total Participants: 370
- Total Assets: $5.0M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 370 | $5.0M | $89,407 | $650,326 |
| 2023 | 308 | $4.1M | $0 | $647,418 |
| 2022 | 363 | $3.4M | $0 | $621,649 |
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 |
|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | RECORD KEEPER | $8,598 | — | $8,598 |
| MCMANUS, DOSEN & CO. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,598
- Estimated Expense Ratio: 0.174% 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 | $5,888 | — | — | — | — |
| 2023 | $4,140 | — | — | — | — |
| 2022 | $4,439 | — | — | — | — |