Plan Snapshot
- Plan Sponsor: Pomeroy Living Management LLC
- Sponsor EIN: 810767408
- Sponsor Address: 5480 CORPORATE DRIVE SUITE 130, TROY, IL, 48098
- Plan Type: 401(k)
- Total Participants: 758
- Total Assets: $5.9M
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 | 758 | $5.9M | $0 | $851,200 |
| 2023 | 760 | $5.6M | $0 | $855,249 |
| 2022 | 489 | $4.8M | $0 | $727,032 |
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 |
|---|---|---|---|---|
| SCHLAUPITZ MADHAVAN, P.C. | Auditor | $14,000 | — | $14,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHLAUPITZ MADHAVAN, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,000
- Estimated Expense Ratio: 0.235% 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 | $111,749 | $38,809 | — | $14,000 | — |
| 2023 | $87,810 | $21,365 | — | $26,911 | — |
| 2022 | $76,163 | $21,326 | $54,837 | — | — |