Plan Snapshot
- Plan Sponsor: Mental Health Services For Clark And Madison Counties INC
- Sponsor EIN: 310787073
- Sponsor Address: 474 N. YELLOW SPRINGS STREET, SPRINGFIELD, OH, 455042463
- Plan Type: 403(b)
- Total Participants: 233
- Total Assets: $6.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 233 | $6.6M | $156,084 | $301,078 |
| 2023 | 245 | $6.9M | $154,986 | $331,752 |
| 2022 | 260 | $6.3M | $155,688 | $332,345 |
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 |
|---|---|---|---|---|
| CLARK, SCHAEFER, HACKETT & CO. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $738 | — | $738 | — | — |
| 2023 | $699 | — | $699 | — | — |
| 2022 | $2,924 | — | $2,924 | — | — |