Plan Snapshot
- Plan Sponsor: Hospital Service Associates INC.
- Sponsor EIN: 340968235
- Sponsor Address: 5700 SOUTHWYCK BOULEVARD, TOLEDO, OH, 43614
- Plan Type: 401(k)
- Total Participants: 385
- Total Assets: $15.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 385 | $15.2M | $134,116 | $1.2M |
| 2023 | 350 | $12.3M | $124,727 | $1.1M |
| 2022 | 332 | $9.6M | $105,913 | $959,099 |
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 |
|---|---|---|---|---|
| VENTURE VISIONARY PARTNERS | NONE | $58,675 | — | $58,675 |
| ASCENSUS LLC | NONE | $38,055 | — | $38,055 |
| AMERICAN UNITED LIFE INSURANCE CO | NONE | $225 | $15,552 | $15,777 |
| EDWARD D JONES AND CO | NONE | — | $9,439 | $9,439 |
| MOSLEY, GLICK & O'BRIEN, INC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VENTURE VISIONARY PARTNERS — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $121,946
- Estimated Expense Ratio: 0.803% 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 | $96,730 | $58,675 | $38,055 | — | — |
| 2023 | $84,074 | $41,793 | $42,281 | — | — |
| 2022 | $78,213 | $40,667 | $37,546 | — | — |