Plan Snapshot
- Plan Sponsor: Dinsmore & Shohl LLP
- Sponsor EIN: 310263070
- Sponsor Address: 255 E. FIFTH STREET, SUITE 1900, CINCINNATI, OH, 45202
- Plan Type: DC
- Total Participants: 1,461
- Total Assets: $472.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 1,461 | $472.2M | $14.6M | $14.4M |
| 2023 | 1,414 | $427.3M | $13.6M | $13.5M |
| 2022 | 1,373 | $362.8M | $12.4M | $12.4M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $49,028 | — | $49,028 |
| MARINER WEALTH ADVISORS | INVESTMENT ADVISOR | $32,304 | — | $32,304 |
| BAHL AND GAYNOR | CONSULTANT | $30,912 | — | $30,912 |
| HORAN SECURITIES | CONSULTANT | $26,000 | — | $26,000 |
| ALLIANCEBERNSTEIN LP | INVESTMENT ADVISOR | $6,152 | — | $6,152 |
| CLARK SCHAEFFER HACKETT | ACCOUNTANT/AUDITOR | $5,500 | — | $5,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $149,896
- Estimated Expense Ratio: 0.032% 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 | $649,355 | $221,265 | — | $5,500 | — |
| 2023 | $697,234 | $316,282 | — | — | — |
| 2022 | $678,428 | $278,378 | — | — | — |