Plan Snapshot
- Plan Sponsor: Thompson Hine LLP
- Sponsor EIN: 340575300
- Sponsor Address: 3900 KEY CENTER, CLEVELAND, OH, 44114
- Plan Type: DC
- Total Participants: 767
- Total Assets: $460.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 767 | $460.1M | $9.6M | $9.9M |
| 2023 | 719 | $399.1M | $9.0M | $9.3M |
| 2022 | 720 | $345.3M | $8.8M | $8.7M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $157,377 | — | $157,377 |
| CLEARSTEAD ADVISORS LLC | NONE | $85,837 | — | $85,837 |
| BARTLETT & CO WEALTH MANAGEMEN | NONE | $50,073 | — | $50,073 |
| JAMES INVESTMENT RESEARCH INC | NONE | $23,448 | — | $23,448 |
| CREATIVE PLANNING LLC | NONE | $18,157 | — | $18,157 |
| MEADEN AND MOORE LTD | NONE | $17,300 | — | $17,300 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- CREATIVE PLANNING LLC — NONE
- MEADEN AND MOORE LTD — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $352,192
- Estimated Expense Ratio: 0.077% 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 | $342,580 | $234,587 | — | $17,274 | — |
| 2023 | $293,077 | $196,532 | — | $16,500 | — |
| 2022 | $285,501 | $153,138 | — | — | $15,700 |