Plan Snapshot
- Plan Sponsor: Palmer-Donavin Manufacturing Company
- Sponsor EIN: 314274980
- Sponsor Address: 3210 CENTERPOINT DRIVE, GROVE CITY, OH, 43123
- Plan Type: 401(k)
- Total Participants: 586
- Total Assets: $53.9M
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 | 586 | $53.9M | $841,576 | $3.5M |
| 2023 | 577 | $51.2M | $755,939 | $3.2M |
| 2022 | 524 | $44.1M | $675,068 | $3.1M |
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 |
|---|---|---|---|---|
| SCHEINDER DOWNS AND CO. INC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHEINDER DOWNS AND CO. INC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $121,634 | — | — | — | — |
| 2023 | $113,360 | — | — | — | — |
| 2022 | $110,655 | — | — | — | — |