Plan Snapshot
- Plan Sponsor: Fisher-Titus Health
- Sponsor EIN: 341476935
- Sponsor Address: 272 BENEDICT AVENUE, NORWALK, OH, 44857
- Plan Type: 401(k)
- Total Participants: 1,550
- Total Assets: $139.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,550 | $139.2M | $2.3M | $5.5M |
| 2023 | 1,333 | $131.0M | $2.5M | $5.4M |
| 2022 | 1,329 | $123.7M | $2.4M | $4.8M |
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 |
|---|---|---|---|---|
| BLUE & CO., LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLUE & CO., LLC — Auditor
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 | $168,759 | $60,000 | $600 | — | — |
| 2023 | $179,417 | $60,000 | $1,200 | — | — |
| 2022 | $178,211 | — | — | — | — |