Plan Snapshot
- Plan Sponsor: West Side Deutscher Frauen Verein, Dba The Altenheim
- Sponsor EIN: 340726068
- Sponsor Address: 18627 SHURMER RD, STRONGSVILLE, OH, 44136
- Plan Type: 401(k)
- Total Participants: 371
- Total Assets: $6.0M
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 | 371 | $6.0M | $176,282 | $257,585 |
| 2023 | 288 | $5.5M | $170,675 | $244,263 |
| 2022 | 268 | $4.9M | $172,018 | $256,240 |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & CO LLP. | Auditor | — | — | $0 |
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 | $35,249 | $19,781 | — | — | — |
| 2023 | $32,418 | $18,983 | — | — | — |
| 2022 | $36,242 | $312 | — | — | — |