Plan Snapshot
- Plan Sponsor: Maternohio Clinical Associates, LLC
- Sponsor EIN: 201308320
- Sponsor Address: 1700 LAKESHORE DR, COLUMBUS, OH, 43204
- Plan Type: 401(k)
- Total Participants: 132
- Total Assets: $63.0M
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 | 132 | $63.0M | $1.7M | $1.1M |
| 2023 | 114 | $56.2M | $1.5M | $1.1M |
| 2022 | 123 | $48.1M | $1.5M | $1.0M |
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 |
|---|---|---|---|---|
| MATRIX TRUST COMPANY | NONE | $22,281 | — | $22,281 |
| LLC GLOBAL RETIREMENT PARTNERS | NONE | $14,974 | — | $14,974 |
| MILLIMAN, INC. | NONE | $8,239 | — | $8,239 |
| WELLTH ADVISORY | NONE | $5,174 | — | $5,174 |
| GBQ PARTNERS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MATRIX TRUST COMPANY — NONE
- LLC GLOBAL RETIREMENT PARTNERS — NONE
- MILLIMAN, INC. — NONE
- GBQ PARTNERS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,668
- Estimated Expense Ratio: 0.080% 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 | $266,655 | $236,135 | — | — | — |
| 2023 | $225,447 | $206,457 | — | — | — |
| 2022 | $183,796 | — | — | — | — |