Plan Snapshot
- Plan Sponsor: Paul Hemmer Company
- Sponsor EIN: 610997369
- Sponsor Address: 226 GRANDVIEW DRIVE, FORT MITCHELL, KY, 41017
- Plan Type: 401(k)
- Total Participants: 114
- Total Assets: $9.4M
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 | 114 | $9.4M | $242,871 | $645,953 |
| 2023 | 122 | $7.8M | $222,591 | $598,419 |
| 2022 | 80 | $6.3M | $118,340 | $437,874 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $22,381 | — | $22,381 |
| LEGACY FINANCIAL ADVISORS INC | Investment Advisor | $16,637 | — | $16,637 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,018
- Estimated Expense Ratio: 0.417% 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 | $40,738 | $18,357 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |