Plan Snapshot
- Plan Sponsor: Miami Valley Gaming & Racing, LLC.
- Sponsor EIN: 371657920
- Sponsor Address: 6000 WEST STATE ROUTE 63, LEBANON, OH, 45036
- Plan Type: 401(k)
- Total Participants: 340
- Total Assets: $8.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 340 | $8.8M | $523,758 | $917,279 |
| 2023 | 350 | $7.7M | $490,976 | $895,098 |
| 2022 | 317 | $5.7M | $439,389 | $787,244 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $43,921 | — | $43,921 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | Investment Advisor | $32,148 | — | $32,148 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,069
- Estimated Expense Ratio: 0.867% 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 | $76,069 | $32,148 | — | — | — |
| 2023 | $59,256 | $25,771 | — | — | — |
| 2022 | $70,249 | $51,941 | $18,308 | — | — |