Plan Snapshot
- Plan Sponsor: Sawdey Solution Services, INC.
- Sponsor EIN: 311765436
- Sponsor Address: 1430 OAK CT. SUITE 304, BEAVERCREEK, OH, 45430
- Plan Type: 401(k)
- Total Participants: 268
- Total Assets: $26.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 268 | $26.7M | $932,977 | $2.2M |
| 2023 | 272 | $23.5M | $932,319 | $2.2M |
| 2022 | 280 | $21.2M | $1.1M | $2.5M |
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 |
|---|---|---|---|---|
| HAMMERMAN, GRAF, HUGHES & COMPANY | 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 | $15,985 | — | — | — | — |
| 2023 | $16,475 | — | — | — | — |
| 2022 | $20,300 | — | — | — | — |