Plan Snapshot
- Plan Sponsor: The Kleingers Group
- Sponsor EIN: 311368100
- Sponsor Address: 6219 CENTRE PARK DRIVE, WEST CHESTER, OH, 45069
- Plan Type: 401(k)
- Total Participants: 137
- Total Assets: $19.0M
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 | 137 | $19.0M | $517,211 | $1.3M |
| 2023 | 137 | $16.0M | $438,421 | $1.1M |
| 2022 | 119 | $12.8M | $390,781 | $961,531 |
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, SCHAEFER, HACKETT & CO. | 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 | $44,869 | $13,261 | — | — | — |
| 2023 | $105,602 | — | $96,849 | — | — |
| 2022 | $89,971 | — | $89,971 | — | — |