Plan Snapshot
- Plan Sponsor: Methodist Theological School In Ohio
- Sponsor EIN: 314421101
- Sponsor Address: 3081 COLUMBUS PIKE, DELAWARE, OH, 430153211
- Plan Type: 403(b)
- Total Participants: 67
- Total Assets: $15.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 67 | $15.7M | $172,484 | $138,343 |
| 2023 | 105 | $14.7M | $184,381 | $138,924 |
| 2022 | 110 | $13.6M | $169,310 | $112,351 |
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 |
|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP | NONE | $13,694 | — | $13,694 |
| TEACHERS INSUARNCE AND ANNUITY ASSO | NONE | $9,339 | — | $9,339 |
| BRADY. WARE SCHOENFELD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TEACHERS INSUARNCE AND ANNUITY ASSO — NONE
- BRADY. WARE SCHOENFELD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,033
- Estimated Expense Ratio: 0.147% 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 | $27,743 | — | $27,743 | — | — |
| 2023 | $23,893 | — | $23,893 | — | — |
| 2022 | $23,087 | — | $23,087 | — | — |