Plan Snapshot
- Plan Sponsor: Governing Comm Of The Assoc Of Ind College And Univ Of Ohio Mep
- Sponsor EIN: 310880079
- Sponsor Address: 41 S HIGH STREET, COLUMBUS, OH, 43215
- Plan Type: 403(b)
- Total Participants: 2,140
- Total Assets: $480.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 2,140 | $480.4M | $4.0M | $8.0M |
| 2023 | 1,821 | $424.7M | $2.4M | $3.9M |
| 2022 | 813 | $155.5M | $90,542 | $170,939 |
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 |
|---|---|---|---|---|
| TIAA | RECORDKEEPER | $290,724 | — | $290,724 |
| PLAN PILOT | ADVISOR | $203,800 | — | $203,800 |
| PENTEGRA SERVICES, INC | ADMINISTRATO | $148,279 | — | $148,279 |
| LPL FINANCIAL | ADVISOR | $70,630 | — | $70,630 |
| MALONEY & NOVOTNY, LLC | ADVISOR | $13,200 | — | $13,200 |
| LAW OFFICES OF ALLEN T STEINBERG PC | LEGAL | $9,181 | — | $9,181 |
| PLANCHEC(K) CPA'S LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — RECORDKEEPER
- MALONEY & NOVOTNY, LLC — ADVISOR
- PLANCHEC(K) CPA'S LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $735,814
- Estimated Expense Ratio: 0.153% 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 | $1,596,314 | — | $637,320 | — | — |
| 2023 | $306,918 | — | $245,226 | $17,768 | — |
| 2022 | $6,260 | — | $6,260 | — | — |