Plan Snapshot
- Plan Sponsor: Columbus Center For Human Services, INC.
- Sponsor EIN: 310996044
- Sponsor Address: 540 INDUSTRIAL MILE RD., COLUMBUS, OH, 43228
- Plan Type: 401(k)
- Total Participants: 273
- Total Assets: $5.1M
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 | 273 | $5.1M | $0 | $891,031 |
| 2023 | 275 | $4.1M | $65 | $610,981 |
| 2022 | 285 | $3.8M | $34 | $532,980 |
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 |
|---|---|---|---|---|
| TWG BENEFITS, INC. | Recordkeeper | $10,690 | — | $10,690 |
| DYNAMIC PENSION SERVICES, INC | Recordkeeper | $10,368 | — | $10,368 |
| IRONSHORE FINANCIAL,LLC | Investment Advisor | $5,000 | — | $5,000 |
| SOUND FINANCIAL INVESTMENT MGMT | Other Service Provider | $5,000 | — | $5,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,058
- Estimated Expense Ratio: 0.613% 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 | $33,665 | $33,665 | — | — | — |
| 2023 | $24,020 | $24,020 | — | — | — |
| 2022 | $24,484 | $6,000 | — | — | $18,484 |