Plan Snapshot
- Plan Sponsor: Within3, INC.
- Sponsor EIN: 263208372
- Sponsor Address: 17415 NORTHWOOD AVENUE, LAKEWOOD, OH, 44107
- Plan Type: 401(k)
- Total Participants: 92
- Total Assets: $7.0M
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 | 92 | $7.0M | $5,657 | $724,187 |
| 2023 | 108 | $6.0M | $0 | $903,608 |
| 2022 | 181 | $4.7M | $0 | $1.3M |
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 |
|---|---|---|---|---|
| BDG-CPA'S | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDG-CPA'S — 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 | $24,320 | $22,558 | $1,762 | — | — |
| 2023 | $20,571 | $18,244 | $2,327 | — | — |
| 2022 | $14,366 | $14,064 | $302 | — | — |