Plan Snapshot
- Plan Sponsor: Bocchi Ohio Laboratories, LLC
- Sponsor EIN: 471756027
- Sponsor Address: 9200 SMITH'S MILL ROAD, NEW ALBANY, OH, 43054
- Plan Type: 401(k)
- Total Participants: 275
- Total Assets: $5.3M
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 | 275 | $5.3M | $57,053 | $970,399 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL LLC RPCP | RIA | $14,215 | — | $14,215 |
| TROMBINO PENSION ADMINISTRATORS INC | THIRD PARTY ADMINISTRATO | $7,950 | — | $7,950 |
| JOHN HANCOCK LIFE INSURANCE CO USA | RECORDKEEPER | $6,828 | — | $6,828 |
| HOLTHOUSE CARLIN & VAN TRIGT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE CO USA — RECORDKEEPER
- HOLTHOUSE CARLIN & VAN TRIGT LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,993
- Estimated Expense Ratio: 0.542% 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 | $54,468 | $15,352 | — | — | — |