# Central Ohio Hospitalists, INC. Dba Medone Hospital Physicians 401(k) Plan
Source: https://planprovider.pro/companies/central-ohio-hospitalists-inc-dba-medone-hospital-physicians-401k-plan

> Central Ohio Hospitalists, INC. Dba Medone Hospital Physicians's 401(k) plan: 225 participants, plan year 2024 financials, providers, and benchmarks from For…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/central-ohio-hospitalists-inc-dba-medone-hospital-physicians-401k-plan)

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