Plan Snapshot
- Plan Sponsor: Welty Building Company Ltd.
- Sponsor EIN: 341843705
- Sponsor Address: 3421 RIDGEWOOD ROAD, STE 200, FAIRLAWN, OH, 44333
- Plan Type: 401(k)
- Total Participants: 196
- Total Assets: $11.8M
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 | 196 | $11.8M | $374,356 | $1.4M |
| 2023 | 142 | $8.8M | $240,148 | $991,490 |
| 2022 | 140 | $6.7M | $462,816 | $744,144 |
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 |
|---|---|---|---|---|
| BOBER MARKEY FEDOROVICH & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BOBER MARKEY FEDOROVICH & COMPANY — Auditor
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 | $68,080 | $23,777 | — | — | — |
| 2023 | $44,492 | $18,058 | — | — | — |
| 2022 | $40,161 | — | — | — | — |