Plan Snapshot
- Plan Sponsor: Sky Climber, LLC
- Sponsor EIN: 342027204
- Sponsor Address: 1600 PITTSBURGH DRIVE, DELAWARE, OH, 43015
- Plan Type: 401(k)
- Total Participants: 285
- Total Assets: $13.8M
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 | 285 | $13.8M | $649,345 | $1.3M |
| 2023 | 454 | $12.0M | $667,682 | $1.3M |
| 2022 | 372 | $10.0M | $709,147 | $1.4M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH | BROKERAGE | $34,922 | — | $34,922 |
| GBQ PARTNERS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERRILL LYNCH — BROKERAGE
- GBQ PARTNERS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,922
- Estimated Expense Ratio: 0.253% 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 | $130,279 | — | $130,279 | — | — |
| 2023 | $84,063 | — | $84,063 | — | — |
| 2022 | $79,293 | — | $79,293 | — | — |