Plan Snapshot
- Plan Sponsor: Alliance Community Hospital/Ohio Nurses Association
- Sponsor EIN: 340714581
- Sponsor Address: 200 EAST STATE STREET, ALLIANCE, OH, 44601
- Plan Type: 401(k)
- Total Participants: 87
- Total Assets: $21.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 87 | $21.7M | $251,573 | $505,241 |
| 2023 | 92 | $21.5M | $273,849 | $523,240 |
| 2022 | 99 | $19.2M | $295,373 | $563,717 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $69,110 | — | $69,110 |
| GALLAGHER FIDUCIARY ADVISORS LLC | Investment Advisor | $22,342 | — | $22,342 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $91,452
- Estimated Expense Ratio: 0.421% of plan assets
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 | $91,452 | $22,342 | — | — | — |
| 2023 | $81,000 | $20,032 | — | — | — |
| 2022 | $87,978 | $11,153 | — | — | — |