Plan Snapshot
- Plan Sponsor: T2 Financial LLC
- Sponsor EIN: 823060879
- Sponsor Address: 579 EXECUTIVE CAMPUS DR STE 300, WESTERVILLE, OH, 430829801
- Plan Type: 401(k)
- Total Participants: 830
- Total Assets: $15.7M
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 | 830 | $15.7M | $68,204 | $2.7M |
| 2023 | 719 | $11.5M | $788,682 | $2.2M |
| 2022 | 570 | $8.0M | $985,516 | $2.7M |
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 |
|---|---|---|---|---|
| EVERHART ADVISORS | ADVISOR | $26,616 | — | $26,616 |
| ERISA FIDUCIARY SERVICES, INC. | CONTRACT ADMINISTRATOR | $12,900 | — | $12,900 |
| PAYCHEX, INC. | RECORDKEEPER | $10,384 | — | $10,384 |
| RICHEY, MAY & CO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EVERHART ADVISORS — ADVISOR
- PAYCHEX, INC. — RECORDKEEPER
- RICHEY, MAY & CO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,900
- Estimated Expense Ratio: 0.318% 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 | $41,759 | $26,616 | $14,283 | — | — |
| 2023 | $48,182 | $20,800 | $26,522 | — | — |
| 2022 | $48,825 | $17,576 | $31,249 | — | — |