# Central Ohio Primary Care Physicians, INC. 401(k) Plan
Source: https://planprovider.pro/companies/central-ohio-primary-care-physicians-inc-401k-plan

> Central Ohio Primary Care Physicians, INC.'s 401(k) plan: 2,031 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| T ROWE PRICE RPS INC|NONE|$127,152|—|$127,152|

| CROWE LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $127,152

- **Estimated Expense Ratio:** 0.027% 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|$134,845|$2,229|—|—|—|

| 2023|$112,921|$2,999|—|—|—|

| 2022|$60,239|$2,012|—|—|—|

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