Plan Snapshot
- Plan Sponsor: The Craig And Frances Lindner Center Of Hope
- Sponsor EIN: 134343743
- Sponsor Address: 4075 OLD WESTERN ROW ROAD, MASON, OH, 45040
- Plan Type: 401(k)
- Total Participants: 291
- Total Assets: $9.7M
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 | 291 | $9.7M | $506,982 | $1.0M |
| 2023 | 269 | $8.0M | $428,785 | $976,990 |
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 |
|---|---|---|---|---|
| BARNES DENNIG & COMPANY LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARNES DENNIG & COMPANY LTD — Auditor
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 | $16,953 | — | $16,453 | — | — |
| 2023 | $11,536 | $2,512 | $8,224 | — | — |