Plan Snapshot
- Plan Sponsor: Tradesmen International, LLC
- Sponsor EIN: 341696251
- Sponsor Address: 9760 SHEPARD ROAD, MACEDONIA, OH, 44056
- Plan Type: 401(k)
- Total Participants: 15,316
- Total Assets: $27.6M
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 | 15,316 | $27.6M | $1.4M | $2.2M |
| 2023 | 18,162 | $25.0M | $1.1M | $2.4M |
| 2022 | 19,236 | $20.3M | $1.3M | $2.6M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $108,558 | — | $108,558 |
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | INVESTMENT ADVISOR | $38,755 | — | $38,755 |
| BOBER MARKEY FEDOROVICH & COMPANY | AUDITOR | $14,000 | — | $14,000 |
| BOBER MARKEY FEDOROVICH | Auditor | $14,000 | — | $14,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BOBER MARKEY FEDOROVICH & COMPANY — AUDITOR
- BOBER MARKEY FEDOROVICH — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $175,313
- Estimated Expense Ratio: 0.634% 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 | $164,292 | $41,734 | — | $14,000 | — |
| 2023 | $189,575 | $8,060 | $143,645 | $12,500 | — |
| 2022 | $150,871 | $1,472 | $118,782 | — | $30,617 |