Plan Snapshot
- Plan Sponsor: Vancrest Management Corp.
- Sponsor EIN: 200008018
- Sponsor Address: 120 W. MAIN STREET, SUITE 200, VAN WERT, OH, 45891
- Plan Type: 401(k)
- Total Participants: 1,799
- Total Assets: $20.6M
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 | 1,799 | $20.6M | $327,157 | $2.0M |
| 2023 | 1,406 | $17.7M | $260,989 | $1.5M |
| 2022 | 1,199 | $14.0M | $214,356 | $1.3M |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN AND CO LLP | Auditor | — | — | $0 |
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 | $109,195 | $109,195 | — | — | — |
| 2023 | $109,220 | — | — | — | — |
| 2022 | $72,658 | $72,658 | — | — | — |