# Sims-Lohman, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sims-lohman-inc-401k-plan

> Sims-Lohman, INC.'s 401(k) plan: 694 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sims-Lohman, INC.

- **Sponsor EIN:** 310856545

- **Sponsor Address:** 6325 ESTE AVENUE, CINCINNATI, OH, 45232

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

- **Total Participants:** 694

- **Total Assets:** $25.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|694|$25.8M|$996,700|$3.0M|

| 2023|504|$19.4M|$799,587|$2.4M|

| 2022|560|$14.3M|$685,139|$2.2M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$100,801|—|$100,801|

| HORAN SECURITIES INC|ADVISOR|$46,906|—|$46,906|

| CLARK, SCHAEFER, HACKETT & CO.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $147,707

- **Estimated Expense Ratio:** 0.573% 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|

| 2024|$147,707|$46,906|—|—|—|

| 2023|$114,386|$38,072|—|—|—|

| 2022|$38,832|—|—|—|—|

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