# Vonlehman & Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/vonlehman-company-inc-401k-plan

> Vonlehman & Company, INC.'s 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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](https://planprovider.pro/provider/pca-investment-advisory-services-inc) — NONE

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [MONROE SHINE & CO., INC.](https://planprovider.pro/provider/monroe-shine-and-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|—|—|

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