# Medical Mutual Of Ohio 401(k) Plan
Source: https://planprovider.pro/companies/medical-mutual-of-ohio-401k-plan-002

> Medical Mutual Of Ohio&#39;s 401(k) plan: 3,599 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/medical-mutual-of-ohio-401k-plan-002)

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