Plan Snapshot
- Plan Sponsor: Society For Handicapped Citizens Of Medina County,INC.
- Sponsor EIN: 341011571
- Sponsor Address: 4283 PARADISE RD, SEVILLE, OH, 44273
- Plan Type: 401(k)
- Total Participants: 151
- Total Assets: $4.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 151 | $4.4M | $159,766 | $256,429 |
| 2023 | 140 | $3.8M | $144,907 | $239,206 |
| 2022 | 145 | $3.0M | $146,014 | $238,784 |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY LLP | 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 | $24,333 | — | $24,333 | — | — |
| 2023 | $20,601 | — | $20,601 | — | — |
| 2022 | — | — | — | — | — |