Plan Snapshot
- Plan Sponsor: The Kiemle Hankins Company
- Sponsor EIN: 344277500
- Sponsor Address: 94 H. STREET, PERRYSBURG, OH, 43551
- Plan Type: 401(k)
- Total Participants: 104
- Total Assets: $23.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 104 | $23.3M | $614,516 | $919,958 |
| 2023 | 101 | $19.9M | $618,204 | $925,144 |
| 2022 | 107 | $18.2M | $578,323 | $818,281 |
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 |
|---|---|---|---|---|
| OSAIC WEALTH, INC. | BROKER/DEALER | — | $44,007 | $44,007 |
| PLANTE MORAN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- OSAIC WEALTH, INC. — BROKER/DEALER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,007
- Estimated Expense Ratio: 0.189% 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 | $4,750 | — | $4,450 | — | — |
| 2023 | $2,550 | — | $2,350 | — | — |
| 2022 | $2,500 | — | — | — | — |