Plan Snapshot
- Plan Sponsor: People Working Cooperatively, INC.
- Sponsor EIN: 310859104
- Sponsor Address: 4612 PADDOCK RD, CINCINNATI, OH, 452291002
- Plan Type: 401(k)
- Total Participants: 121
- Total Assets: $9.3M
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 | 121 | $9.3M | $212,593 | $434,012 |
| 2023 | 105 | $9.1M | $193,692 | $406,692 |
| 2022 | 108 | $7.6M | $170,842 | $389,457 |
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 |
|---|---|---|---|---|
| CLARK, SCHAEFER, HACKETT & CO | 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 | $40,766 | $13,542 | $26,224 | — | — |
| 2023 | $42,250 | $17,688 | $23,692 | — | — |
| 2022 | $30,093 | $6,796 | $23,297 | — | — |