# Blanchard Valley Medical Assc INC DC Plan
Source: https://planprovider.pro/companies/blanchard-valley-medical-assc-inc-plan

> Blanchard Valley Medical Assc INC's DC plan: 92 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Blanchard Valley Medical Assc INC

- **Sponsor EIN:** 341148970

- **Sponsor Address:** 200 WEST PEARL STREET, FINDLAY, OH, 458401394

- **Plan Type:** DC

- **Total Participants:** 92

- **Total Assets:** $37.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|$37.6M|$511,243|$588,527|

| 2023|94|$36.1M|$483,084|$572,019|

| 2022|101|$33.7M|$470,211|$516,237|

## 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|

| FIFTH THIRD BANK RETIREMENT SERVICE|CUSTODIAN|$76,930|—|$76,930|

| INFRESH, INC.|INVESTMENT ADVISOR|$44,391|—|$44,391|

| NORTHWESTERN MUTUAL|INVESTMENT ADVISOR|$44,391|—|$44,391|

| MERRILL LYNCH PIERCE FENNER & SMITH|BROKER|$41,849|—|$41,849|

| JOHN HANCOCK LIFE INSURANCE COMPANY|RECORD KEEPER|$34,658|—|$34,658|

| LEGACY FINANCIAL ADVISORS, INC.|INVESTMENT ADVISOR|$24,213|—|$24,213|

| VEID & VEID CPA'S|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [NORTHWESTERN MUTUAL](https://planprovider.pro/provider/northwestern-mutual) — INVESTMENT ADVISOR

- [JOHN HANCOCK LIFE INSURANCE COMPANY](https://planprovider.pro/provider/john-hancock) — RECORD KEEPER

- [VEID & VEID CPA'S](https://planprovider.pro/provider/veid-and-veid-cpas) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $266,432

- **Estimated Expense Ratio:** 0.709% 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|$238,137|—|—|—|—|

| 2023|$232,549|—|—|—|—|

| 2022|$256,658|$255,335|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/blanchard-valley-medical-assc-inc-plan)

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