Plan Snapshot
- Plan Sponsor: Central Ohio Hospitalists, INC. Dba Medone Hospital Physicians
- Sponsor EIN: 311702392
- Sponsor Address: 3525 OLENTANGY RIVER ROAD, COLUMBUS, OH, 43214
- Plan Type: 401(k)
- Total Participants: 225
- Total Assets: $73.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 225 | $73.5M | $4.4M | $3.3M |
| 2023 | 221 | $58.6M | $3.9M | $3.1M |
| 2022 | 204 | $43.6M | $3.5M | $2.7M |
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 |
|---|---|---|---|---|
| EVERHART ADVISORS | INVESTMENT ADVISOR | $78,766 | — | $78,766 |
| ASCENSUS LLC | RECORDKEEPER | $20,224 | $465 | $20,689 |
| CLARK SCHAEFER HACKETT & CO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EVERHART ADVISORS — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $99,455
- Estimated Expense Ratio: 0.135% 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 | $98,213 | — | $98,213 | — | — |
| 2023 | $73,324 | $63,594 | — | — | — |
| 2022 | $69,789 | — | $69,789 | — | — |