Plan Snapshot
- Plan Sponsor: The Prince & Izant Company
- Sponsor EIN: 340471740
- Sponsor Address: 12999 PLAZA DRIVE, CLEVELAND, OH, 44130
- Plan Type: 401(k)
- Total Participants: 142
- Total Assets: $32.2M
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 | 142 | $32.2M | $2.0M | $801,332 |
| 2023 | 145 | $27.8M | $1.7M | $685,745 |
| 2022 | 132 | $22.7M | $1.7M | $597,763 |
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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — 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 | $72,392 | $51,735 | — | — | — |
| 2023 | $46,622 | $16,000 | — | — | — |
| 2022 | $31,700 | — | $31,700 | — | — |