Plan Snapshot
- Plan Sponsor: Bloomington Medical Services, LLC
- Sponsor EIN: 261803679
- Sponsor Address: 1761 BEALL AVENUE, WOOSTER, OH, 44691
- Plan Type: 401(k)
- Total Participants: 174
- Total Assets: $13.3M
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 | 174 | $13.3M | $634,134 | $1.2M |
| 2023 | 160 | $10.8M | $537,970 | $1.1M |
| 2022 | 144 | $8.1M | $596,320 | $933,003 |
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 & MOORE, LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MEADEN & MOORE, LTD — 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 | $63,468 | $30,018 | $33,450 | — | — |
| 2023 | $50,108 | $22,071 | $28,037 | — | — |
| 2022 | $44,406 | $20,122 | $24,284 | — | — |