Plan Snapshot
- Plan Sponsor: Plk Communities LLC
- Sponsor EIN: 272251118
- Sponsor Address: 5905 EAST GALBRAITH ROAD, CINCINNATI, OH, 45236
- Plan Type: 401(k)
- Total Participants: 200
- Total Assets: $5.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 200 | $5.2M | $318,208 | $619,612 |
| 2023 | 187 | $3.9M | $245,250 | $497,628 |
| 2022 | 166 | $2.8M | $196,751 | $404,521 |
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 | $6,950 | — | $6,950 | — | — |
| 2023 | $4,378 | — | $4,378 | — | — |
| 2022 | $3,750 | — | $3,750 | — | — |