Plan Snapshot
- Plan Sponsor: Health Care Management Group
- Sponsor EIN: 311372417
- Sponsor Address: 12500 REED HARTMAN HIGHWAY, CINCINNATI, OH, 45241
- Plan Type: 401(k)
- Total Participants: 870
- Total Assets: $11.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 870 | $11.6M | $61,690 | $826,837 |
| 2023 | 897 | $11.2M | $57,618 | $670,388 |
| 2022 | 849 | $9.4M | $57,137 | $653,765 |
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 |
|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | RIA | $29,931 | — | $29,931 |
| JOHN HANCOCK LIFE INSURANCE COMPANY | RECORDKEEPER | $10,828 | — | $10,828 |
| CLARK, SCHAEFER, HACKETT & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS — RIA
- JOHN HANCOCK LIFE INSURANCE COMPANY — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,759
- Estimated Expense Ratio: 0.351% 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 | $83,226 | — | — | — | — |
| 2023 | $74,034 | $74,034 | — | — | — |
| 2022 | $85,166 | — | — | — | — |