Plan Snapshot
- Plan Sponsor: Primary Aim, LLC
- Sponsor EIN: 311669790
- Sponsor Address: 947 ADAIR AVE, ZANESVILLE, OH, 43701
- Plan Type: 401(k)
- Total Participants: 236
- Total Assets: $6.7M
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 | 236 | $6.7M | $137,219 | $293,797 |
| 2023 | 672 | $7.4M | $214,412 | $367,122 |
| 2022 | 742 | $6.4M | $221,090 | $393,937 |
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 |
|---|---|---|---|---|
| REA & ASSOCIATES | Auditor | $16,406 | — | $16,406 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REA & ASSOCIATES — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,406
- Estimated Expense Ratio: 0.245% 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 | $77,105 | — | — | $16,406 | — |
| 2023 | $59,616 | — | — | $14,500 | — |
| 2022 | $59,147 | — | $47,147 | — | $12,000 |