Plan Snapshot
- Plan Sponsor: Medical Mutual Of Ohio
- Sponsor EIN: 340648820
- Sponsor Address: 100 AMERICAN ROAD, CLEVELAND, OH, 44114
- Plan Type: 401(k)
- Total Participants: 3,599
- Total Assets: $799.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 3,599 | $799.4M | $32.4M | $29.9M |
| 2023 | 3,049 | $715.5M | $27.9M | $25.3M |
| 2022 | 2,826 | $607.1M | $22.9M | $21.3M |
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 |
|---|---|---|---|---|
| HIGHLAND CONSULTING | CONSULTANT | $120,000 | — | $120,000 |
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $120,000
- Estimated Expense Ratio: 0.015% 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 | $122,100 | — | $2,100 | — | — |
| 2023 | $166,506 | — | $2,100 | — | — |
| 2022 | $120,000 | $120,000 | — | — | — |