Plan Snapshot
- Plan Sponsor: The Buckeye Ranch
- Sponsor EIN: 310642111
- Sponsor Address: 4653 E. MAIN STREET, WHITEHALL, OH, 432133298
- Plan Type: 401(k)
- Total Participants: 503
- Total Assets: $19.6M
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 | 503 | $19.6M | $735,288 | $929,267 |
| 2023 | 375 | $18.6M | $412,784 | $816,260 |
| 2022 | 314 | $17.1M | $463,146 | $726,028 |
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 |
|---|---|---|---|---|
| WHALEN CPAS | 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 | $76,878 | $65,463 | — | — | — |
| 2023 | $75,458 | $57,573 | — | — | — |
| 2022 | $82,464 | $61,660 | — | — | $20,804 |