Plan Snapshot
- Plan Sponsor: Miami Valley Emergency Specialists, LLC
- Sponsor EIN: 311712716
- Sponsor Address: 1 WYOMING STREET, DAYTON, OH, 454092722
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 138
- Total Assets: $46.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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. |
|---|---|---|---|---|
| 2025 | 138 | $46.4M | $0 | $0 |
| 2024 | 115 | $43.0M | $1.2M | $1.8M |
| 2023 | 102 | $35.2M | $991,818 | $1.6M |
| 2022 | 102 | $27.8M | $887,043 | $1.4M |
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 |
|---|---|---|---|---|
| EVEREN CAPITAL CORPORATION | Other Service Provider | $83,895 | — | $83,895 |
| PENSION CORPORATION OF AMERICA | Other Service Provider | $17,840 | $1,692 | $19,532 |
| MATRIX TRUST COMPANY | Other Service Provider | $11,603 | — | $11,603 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $115,030
- Estimated Expense Ratio: 0.248% 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 |
|---|---|---|---|---|---|
| 2025 | $5,597,278 | $83,895 | — | — | — |
| 2024 | $131,745 | $115,015 | — | — | — |
| 2023 | $114,697 | $100,722 | — | — | — |
| 2022 | $1,139,037 | — | — | — | — |