# Marietta Health Care Physicians, INC. DC Plan
Source: https://planprovider.pro/companies/marietta-health-care-physicians-inc-plan

> Marietta Health Care Physicians, INC.'s DC plan: 352 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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