Plan Snapshot
- Plan Sponsor: Scott E. Sayre, D.D.S., INC.
- Sponsor EIN: 311010871
- Sponsor Address: 5823 WOOSTER PIKE, CINCINNATI, OH, 45227
- Plan Type: DC
- Total Participants: 135
- Total Assets: $7.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 135 | $7.9M | $308,393 | $505,477 |
| 2023 | 127 | $6.5M | $299,111 | $508,473 |
| 2022 | 123 | $4.9M | $268,176 | $449,937 |
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 |
|---|---|---|---|---|
| BARNES DENNIG & CO LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARNES DENNIG & CO LTD — Auditor
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 | $50,233 | $31,683 | — | — | — |
| 2023 | $45,221 | $45,221 | — | — | — |
| 2022 | $23,531 | $23,456 | — | — | $75 |