# Methodist Theological School In Ohio 403(b) Plan
Source: https://planprovider.pro/companies/methodist-theological-school-in-ohio-403b-plan

> Methodist Theological School In Ohio's 403(b) plan: 67 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [BRADY. WARE SCHOENFELD](https://planprovider.pro/provider/brady-ware-and-schoenfeld-inc) — 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|—|—|

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