Plan Snapshot
- Plan Sponsor: Tucker Ellis LLP
- Sponsor EIN: 200073899
- Sponsor Address: 950 MAIN AVENUE, CLEVELAND, OH, 441137213
- Plan Type: 401(k)
- Total Participants: 300
- Total Assets: $128.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 300 | $128.8M | $4.2M | $4.3M |
| 2023 | 302 | $118.4M | $4.0M | $4.0M |
| 2022 | 290 | $97.4M | $3.7M | $3.6M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | Recordkeeper | $82,951 | — | $82,951 |
| ANCORA FAMILY WEALTH ADVISORS | Other Service Provider | $62,398 | — | $62,398 |
| CBIZ INVESTMENT ADVISORY SERVI | Other Service Provider | $40,255 | — | $40,255 |
| MAI CAPITAL MANAGEMENT LLC | Other Service Provider | $6,750 | — | $6,750 |
| JPS FINANCIAL LLC | Other Service Provider | $5,316 | — | $5,316 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $197,670
- Estimated Expense Ratio: 0.153% 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 | $197,670 | $150,387 | — | — | — |
| 2023 | $188,718 | $140,163 | — | — | — |
| 2022 | $168,523 | $92,282 | — | — | — |