Plan Snapshot
- Plan Sponsor: Vonlehman & Company, INC.
- Sponsor EIN: 310905417
- Sponsor Address: 810 WRIGHTSUMMIT PKWY, SUITE 300, FORT WRIGHT, KY, 410112995
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 0 | $0 | $0 | $0 |
| 2023 | 141 | $28.8M | $713,743 | $1.3M |
| 2022 | 128 | $25.8M | $658,478 | $1.2M |
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 |
|---|---|---|---|---|
| PCA INVESTMENT ADVISORY SERVICES | NONE | $64,070 | — | $64,070 |
| ALPHAMARK ADVISORS LLC | NONE | $56,044 | — | $56,044 |
| PENSION CORPORATION OF AMERICA | NONE | $40,428 | $1,548 | $41,976 |
| CHARLES SCHWAB TRUST BANK | NONE | — | $11,356 | $11,356 |
| MONROE SHINE & CO., INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PCA INVESTMENT ADVISORY SERVICES — NONE
- CHARLES SCHWAB TRUST BANK — NONE
- MONROE SHINE & CO., INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $173,446
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 | $36,757 | $23,028 | — | — | — |
| 2023 | $83,456 | $32,035 | — | — | — |
| 2022 | $81,264 | $33,447 | $18,964 | — | — |