# Sheakley Workforce Management Services, LLC Dba Sheakley Pension 401(k) Plan
Source: https://planprovider.pro/companies/sheakley-workforce-management-services-llc-dba-sheakley-pension-401k-plan

> Sheakley Workforce Management Services, LLC Dba Sheakley Pension's 401(k) plan: 964 participants, plan year 2023 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Sheakley Workforce Management Services, LLC Dba Sheakley Pension

- **Sponsor EIN:** 823571106

- **Sponsor Address:** ONE SHEAKLEY WAY, CINCINNATI, OH, 45246

- **Plan Type:** 401(k)

- **Total Participants:** 964

- **Total Assets:** $47.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2023|964|$47.8M|$904,886|$1.6M|

| 2022|0|$16.6M|$0|$0|

## 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|

| SHEAKLEY WORKFORCE MANAGEMENT|CONTRACT ADMIN, PPP|$132,546|—|$132,546|

| OCTAVIA WEALTH ADVISORS|SERVICE PROVIDER|$25,434|$77,776|$103,210|

| LBMC, PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LBMC, PC](https://planprovider.pro/provider/lbmc-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $235,756

- **Estimated Expense Ratio:** 0.493% of plan assets

### 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|

| 2023|$78,990|$12,717|$66,273|—|—|

| 2022|—|—|—|—|—|

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