Plan Snapshot
- Plan Sponsor: Pease Bell Cpas, LLC
- Sponsor EIN: 364267431
- Sponsor Address: 1111 SUPERIOR AVENUE E, CLEVELAND, OH, 44114
- Plan Type: 401(k)
- Total Participants: 115
- Total Assets: $15.1M
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 | 115 | $15.1M | $331,426 | $1.1M |
| 2023 | 133 | $11.9M | $312,726 | $947,355 |
| 2022 | 111 | $9.4M | $241,849 | $805,361 |
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 |
|---|---|---|---|---|
| ANGLIN REICHMANN ARMSTRONG, P.C. | Auditor | — | — | $0 |
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 | $67,853 | $48,933 | — | — | — |
| 2023 | $56,104 | $41,565 | — | — | — |
| 2022 | $51,513 | — | — | — | — |