# Health Care Management Group 401(k) Plan
Source: https://planprovider.pro/companies/health-care-management-group-401k-plan

> Health Care Management Group's 401(k) plan: 870 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/epic-retirement-plan-services) — RIA

- [JOHN HANCOCK LIFE INSURANCE COMPANY](https://planprovider.pro/provider/john-hancock) — 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|—|—|—|—|

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