Plan Snapshot
- Plan Sponsor: Dermatologists Of Southwest Ohio, LLC
- Sponsor EIN: 310964774
- Sponsor Address: 5300 FAR HILLS AVENUE SUITE 300, KETTERING, OH, 454292381
- Plan Type: DC
- Total Participants: 1,486
- Total Assets: $91.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,486 | $91.9M | $3.5M | $6.5M |
| 2023 | 1,331 | $78.9M | $3.0M | $6.2M |
| 2022 | 1,191 | $61.1M | $2.8M | $5.6M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $188,934 | — | $188,934 |
| GLOBAL RETIREMENT PARTNERS | INVESTMENT ADVISOR | $76,425 | — | $76,425 |
| SCHNEIDER MALE & STRAKOWSKI CO EA | CONTRACT ADMIN | $25,000 | — | $25,000 |
| FLAGEL, HUBER, FLAGEL & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FLAGEL, HUBER, FLAGEL & CO. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $290,359
- Estimated Expense Ratio: 0.316% 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 | $394,983 | $76,425 | — | — | — |
| 2023 | $315,229 | $275,853 | — | — | — |
| 2022 | $285,917 | $257,622 | — | — | $28,295 |