# Positive Education Program 401(k) Plan
Source: https://planprovider.pro/companies/positive-education-program-341127919-001

> Positive Education Program's 401(k) plan: 206 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Positive Education Program

- **Sponsor EIN:** 341127919

- **Sponsor Address:** 3100 EUCLID AVENUE, CLEVELAND, OH, 441152508

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

- **Plan Number:** 001

- **Total Participants:** 206

- **Total Assets:** $10.1M

## 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|206|$10.1M|$385,183|$321,600|

| 2023|214|$9.5M|$318,801|$272,456|

| 2022|203|$8.4M|$283,303|$242,840|

## 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|

| NATIONWIDE|Recordkeeper|$22,929|$2,340|$25,269|

| MGO SECURITIES CORP|Investment Advisor|—|$13,965|$13,965|

| MGO ONE SEVEN LLC|Recordkeeper|$6,197|$592|$6,789|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NATIONWIDE](https://planprovider.pro/provider/nationwide) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $46,023

- **Estimated Expense Ratio:** 0.457% 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|$13,039|—|—|—|—|

| 2023|$36,975|—|—|—|—|

| 2022|$48,677|—|—|—|$48,677|

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