# Spring Grove Cemetery And Arboretum 401(k) Plan
Source: https://planprovider.pro/companies/spring-grove-cemetery-and-arboretum-401k-plan

> Spring Grove Cemetery And Arboretum's 401(k) plan: 150 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| MELLOTT & MELLOTT PLL|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|$72,938|$40,590|$6,450|—|—|

| 2023|$65,238|$33,023|$4,450|$7,400|—|

| 2022|$59,983|—|$52,583|—|$7,400|

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