Plan Snapshot
- Plan Sponsor: Spring Grove Cemetery And Arboretum
- Sponsor EIN: 310235950
- Sponsor Address: 4521 SPRING GROVE AVENUE, CINCINNATI, OH, 45232
- Plan Type: 401(k)
- Total Participants: 150
- Total Assets: $16.6M
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 | 150 | $16.6M | $895,710 | $729,712 |
| 2023 | 157 | $14.3M | $895,261 | $681,918 |
| 2022 | 147 | $11.9M | $829,411 | $666,864 |
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 |
|---|---|---|---|---|
| EDWARD D JONES & COMPANY | Investment Advisor | $37,557 | — | $37,557 |
| TRANSAMERICA LIFE INSURANCE CO | Recordkeeper | $25,898 | — | $25,898 |
| M2B RETIREMENT CONSULTING, LLC | Recordkeeper | $6,450 | — | $6,450 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA LIFE INSURANCE CO — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,905
- Estimated Expense Ratio: 0.420% 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 | $72,938 | $40,590 | $6,450 | — | — |
| 2023 | $65,238 | $33,023 | $4,450 | $7,400 | — |
| 2022 | $59,983 | — | $52,583 | — | $7,400 |