Plan Snapshot
- Plan Sponsor: Healthsource Of Ohio, INC.
- Sponsor EIN: 310884250
- Sponsor Address: 424 WARDS CORNER ROAD, LOVELAND, OH, 45140
- Plan Type: DC
- Total Participants: 419
- Total Assets: $17.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 419 | $17.8M | $1.5M | $0 |
| 2023 | 389 | $16.3M | $1.1M | $0 |
| 2022 | 346 | $14.1M | $1.2M | $0 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS LLP — 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 | $38,774 | $3,910 | $300 | — | — |
| 2023 | $33,887 | $3,554 | — | — | — |
| 2022 | $36,954 | $3,362 | — | — | — |