Plan Snapshot
- Plan Sponsor: Vinylmax LLC
- Sponsor EIN: 311564962
- Sponsor Address: 2921 MCBRIDE COURT, HAMILTON, OH, 450115420
- Plan Type: 401(k)
- Total Participants: 225
- Total Assets: $11.5M
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 | 225 | $11.5M | $384,066 | $653,837 |
| 2023 | 250 | $10.1M | $397,046 | $651,658 |
| 2022 | 297 | $8.3M | $464,810 | $705,446 |
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 |
|---|---|---|---|---|
| BARNES DENNIG & CO., LTD | Auditor | $11,900 | — | $11,900 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARNES DENNIG & CO., LTD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,900
- Estimated Expense Ratio: 0.104% 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 | $72,925 | $24,825 | — | $11,900 | — |
| 2023 | $65,672 | $21,450 | — | $11,000 | — |
| 2022 | $69,197 | $20,788 | $38,809 | — | $9,600 |