Plan Snapshot
- Plan Sponsor: Rocking Horse Center
- Sponsor EIN: 311593544
- Sponsor Address: 651 SOUTH LIMESTONE STREET, SPRINGFIELD, OH, 45505
- Plan Type: 401(k)
- Total Participants: 213
- Total Assets: $8.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 213 | $8.6M | $309,857 | $626,627 |
| 2023 | 178 | $7.0M | $280,114 | $563,530 |
| 2022 | 187 | $6.4M | $281,361 | $561,073 |
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 |
|---|---|---|---|---|
| CLARK SCHAFFER HACKETT | 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 | $30,338 | — | $30,338 | — | — |
| 2023 | $28,752 | $19,922 | $8,830 | — | — |
| 2022 | $26,942 | — | $26,942 | — | — |