# Pond Realty Company Dba Joseph Management 401(k) Plan
Source: https://planprovider.pro/companies/pond-realty-company-dba-joseph-management-401k-plan

> Pond Realty Company Dba Joseph Management's 401(k) plan: 831 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pond Realty Company Dba Joseph Management

- **Sponsor EIN:** 310746641

- **Sponsor Address:** 250 EAST FIFTH STREET SUITE 285, CINCINNATI, OH, 45202

- **Plan Type:** 401(k)

- **Total Participants:** 831

- **Total Assets:** $47.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|831|$47.8M|$320,443|$2.7M|

| 2023|829|$42.4M|$325,644|$2.7M|

| 2022|814|$37.2M|$300,000|$2.6M|

## 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|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$25,462|—|$25,462|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$11,133|—|$11,133|

| CHERRY BEKAERT LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $36,595

- **Estimated Expense Ratio:** 0.077% 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|$36,595|$25,462|—|—|—|

| 2023|$25,132|$18,119|—|—|—|

| 2022|$18,692|$13,379|$5,313|—|—|

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