Plan Snapshot
- Plan Sponsor: Marietta Health Care Physicians, INC.
- Sponsor EIN: 311375125
- Sponsor Address: PO BOX 449, MARIETTA, OH, 45750
- Plan Type: DC
- Total Participants: 352
- Total Assets: $72.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 352 | $72.8M | $375,977 | $5.3M |
| 2023 | 324 | $64.1M | $792,332 | $5.1M |
| 2022 | 313 | $52.3M | $793,480 | $4.8M |
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 |
|---|---|---|---|---|
| TRUSTMONT FINANCIAL GROUP, INC | FINANCIAL ADVISOR | — | $148,285 | $148,285 |
| NATIONWIDE | RECORDKEEPER & CUSTODIAN | $75,326 | — | $75,326 |
| RAYMOND JAMES & ASSOCIATES INC | FINANCIAL ADVISOR | $54,935 | — | $54,935 |
| LATITUDE SERVICE COMPANY, INC. | TPA | $13,555 | $39,962 | $53,517 |
| FIDUCIARY WISE, LLC | 3(16) PROVIDER | $24,912 | — | $24,912 |
| CHERRY BEKAERT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — RECORDKEEPER & CUSTODIAN
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $356,975
- Estimated Expense Ratio: 0.490% 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 | $95,720 | — | — | — | — |
| 2023 | $281,122 | $276,158 | — | — | — |
| 2022 | $250,767 | $55,085 | $192,382 | — | — |