Plan Snapshot
- Plan Sponsor: Vocational Guidance Services
- Sponsor EIN: 340714650
- Sponsor Address: 2239 EAST 55TH STREET, CLEVELAND, OH, 441034451
- Plan Type: DB
- Total Participants: 5
- Total Assets: $4.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 5 | $4.2M | $293,534 | $0 |
| 2023 | 5 | $4.2M | $330,403 | $0 |
| 2022 | 5 | $3.9M | $234,704 | $0 |
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 |
|---|---|---|---|---|
| MALONEY & NOVOTNY LLC | Auditor | $17,600 | — | $17,600 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MALONEY & NOVOTNY LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,600
- Estimated Expense Ratio: 0.421% 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 | $208,015 | $20,677 | — | $17,600 | — |
| 2023 | $150,521 | $18,706 | — | $7,600 | — |
| 2022 | $169,772 | $38,022 | — | — | $42,570 |