# Steed Hammond Paul, INC. DC Plan
Source: https://planprovider.pro/companies/steed-hammond-paul-inc-plan

> Steed Hammond Paul, INC.'s DC plan: 109 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/veid-and-veid-cpas) — 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|—|—|—|—|—|

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