# Powers And Sons, LLC 401(k) Plan
Source: https://planprovider.pro/companies/powers-and-sons-llc-401k-plan

> Powers And Sons, LLC's 401(k) plan: 222 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Powers And Sons, LLC

- **Sponsor EIN:** 331009205

- **Sponsor Address:** 1613 MAGDA DRIVE, MONTPELIER, OH, 43543

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

- **Total Participants:** 222

- **Total Assets:** $16.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|222|$16.0M|$407,135|$658,275|

| 2023|267|$18.3M|$506,956|$801,136|

| 2022|384|$16.9M|$580,208|$931,950|

## 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|

| ASCENSUS LLC|NONE|$56,546|$12|$56,558|

| SHEPHERD FINANCIAL INVESTMENT|NONE|$13,260|—|$13,260|

| WILLIAM VAUGHAN COMPANY|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WILLIAM VAUGHAN COMPANY](https://planprovider.pro/provider/william-vaughan-company) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $69,818

- **Estimated Expense Ratio:** 0.436% 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|$69,806|$13,260|$56,546|—|—|

| 2023|$72,568|$13,260|$59,308|—|—|

| 2022|$73,631|$13,259|$60,372|—|—|

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