Plan Snapshot
- Plan Sponsor: R. S. Hanline & Co., INC.
- Sponsor EIN: 341519173
- Sponsor Address: 17 REPUBLIC DR. P.O. BOX 494, SHELBY, OH, 44875
- Plan Type: 401(k)
- Total Participants: 385
- Total Assets: $13.4M
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 | 385 | $13.4M | $548,708 | $1.0M |
| 2023 | 364 | $11.7M | $521,828 | $961,969 |
| 2022 | 315 | $9.5M | $447,776 | $791,364 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $106,545 | $28,769 | $77,776 | — | — |
| 2023 | $90,941 | $25,952 | $64,989 | — | — |
| 2022 | $83,219 | $24,149 | $59,070 | — | — |