Plan Snapshot
- Plan Sponsor: Zaremba Management Company
- Sponsor EIN: 341561579
- Sponsor Address: 22730 FAIRVIEW CENTER DRIVE, FAIRVIEW PARK, OH, 44126
- Plan Type: 401(k)
- Total Participants: 124
- Total Assets: $8.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 124 | $8.8M | $142,313 | $471,881 |
| 2023 | 129 | $7.6M | $122,603 | $439,827 |
| 2022 | 134 | $6.2M | $127,994 | $432,119 |
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 |
|---|---|---|---|---|
| GALLOVICH, GRANITO AND CO., LTD. | 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 | $51,406 | $20,460 | $30,946 | — | — |
| 2023 | $42,346 | $16,857 | $25,489 | — | — |
| 2022 | $40,138 | $16,017 | $24,121 | — | — |