Plan Snapshot
- Plan Sponsor: Reilly Sweeping, INC.
- Sponsor EIN: 232194925
- Sponsor Address: 4141 ROCKSIDE ROAD, STE 100, CLEVELAND, OH, 44131
- Plan Type: 401(k)
- Total Participants: 174
- Total Assets: $7.8M
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 | 174 | $7.8M | $243,378 | $264,571 |
| 2023 | 182 | $7.3M | $337,361 | $296,664 |
| 2022 | 204 | $8.5M | $422,643 | $354,600 |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLCC | 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 | $48,112 | — | $48,112 | — | — |
| 2023 | $50,389 | — | $50,389 | — | — |
| 2022 | $57,545 | — | $57,545 | — | — |