Plan Snapshot
- Plan Sponsor: Steed Hammond Paul, INC.
- Sponsor EIN: 310997825
- Sponsor Address: 312 PLUM STREET, CINCINNATI, OH, 452022618
- Plan Type: DC
- Total Participants: 109
- Total Assets: $23.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 109 | $23.6M | $527,429 | $1.0M |
| 2023 | 127 | $23.1M | $480,408 | $990,211 |
| 2022 | 103 | $19.8M | $492,871 | $884,489 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $72,277 | — | $72,277 |
| JOHNSON INVESTMENTS | INVESTMENT ADVISORY | — | $44,859 | $44,859 |
| SCROGGINSGREAR INC | OTHER SERVICES | — | $10,723 | $10,723 |
| VEID & VEID CPA'S | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VEID & VEID CPA'S — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $127,859
- Estimated Expense Ratio: 0.543% 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 | $71,456 | — | $71,456 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |