Plan Snapshot
- Plan Sponsor: The Connor Group, A Real Estate Investment Firm, LLC
- Sponsor EIN: 311313904
- Sponsor Address: 10510 SPRINGBORO PIKE, MIAMISBURG, OH, 453424956
- Plan Type: 401(k)
- Total Participants: 485
- Total Assets: $18.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 485 | $18.6M | $1.1M | $1.8M |
| 2023 | 451 | $15.3M | $940,298 | $1.7M |
| 2022 | 377 | $11.0M | $881,240 | $1.6M |
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 |
|---|---|---|---|---|
| CLARK, SHAEFER, HACKETT & COMPANY | 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 | $90,310 | $10,000 | $52,913 | — | — |
| 2023 | $76,938 | $10,000 | $42,405 | — | — |
| 2022 | $84,960 | $10,000 | — | — | $60,770 |