# Battelle Memorial Institute DB Plan
Source: https://planprovider.pro/companies/battelle-memorial-institute-plan-005

> Battelle Memorial Institute's DB plan: 5,310 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Battelle Memorial Institute

- **Sponsor EIN:** 314379427

- **Sponsor Address:** 505 KING AVENUE, COLUMBUS, OH, 43201

- **Plan Type:** DB

- **Total Participants:** 5,310

- **Total Assets:** $1.8B

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|5,310|$1.8B|$0|$0|

| 2023|5,086|$1.8B|$0|$0|

## 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|

| MEADEN AND MOORE, LTD|Auditor|$59,305|—|$59,305|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MEADEN AND MOORE, LTD](https://planprovider.pro/provider/meaden-and-moore-ltd) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $59,305

- **Estimated Expense Ratio:** 0.003% 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|$11,018,653|$2,363,537|$613,500|$59,305|—|

| 2023|$11,343,204|$3,304,746|—|—|$8,038,458|

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