Plan Snapshot
- Plan Sponsor: Ub Greensfelder LLP
- Sponsor EIN: 340756436
- Sponsor Address: 1660 WEST 2ND STREET, CLEVELAND, OH, 441131448
- Plan Type: 401(k)
- Total Participants: 292
- Total Assets: $191.4M
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 | 292 | $191.4M | $3.2M | $2.8M |
| 2023 | 297 | $177.0M | $3.1M | $2.8M |
| 2022 | 326 | $178.1M | $3.8M | $2.8M |
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 |
|---|---|---|---|---|
| HIGHLAND CONSULTING ASSOCIATES | Other Service Provider | $37,500 | — | $37,500 |
| SCHWAB RETIREMENT PLAN SERVICES,INC | Recordkeeper | $5,119 | — | $5,119 |
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: $42,619
- Estimated Expense Ratio: 0.022% 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 | $42,619 | $37,500 | — | — | — |
| 2023 | $39,850 | $34,775 | — | — | — |
| 2022 | $30,278 | $25,000 | — | — | — |