Plan Snapshot
- Plan Sponsor: Central Ohio Primary Care Physicians, INC.
- Sponsor EIN: 311398575
- Sponsor Address: 655 AFRICA ROAD, WESTERVILLE, OH, 43082
- Plan Type: 401(k)
- Total Participants: 2,031
- Total Assets: $472.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 2,031 | $472.5M | $19.1M | $14.2M |
| 2023 | 2,149 | $416.4M | $9.5M | $14.6M |
| 2022 | 2,168 | $352.9M | $18.5M | $13.5M |
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 |
|---|---|---|---|---|
| CROWE LLP | Auditor | — | — | $0 |
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 | $134,845 | $2,229 | — | — | — |
| 2023 | $112,921 | $2,999 | — | — | — |
| 2022 | $60,239 | $2,012 | — | — | — |