Plan Snapshot
- Plan Sponsor: Mid-Ohio Emergency Services, LLC
- Sponsor EIN: 311603722
- Sponsor Address: 3535 OLENTANGY RIVER ROAD, COLUMBUS, OH, 43214
- Plan Type: 401(k)
- Total Participants: 160
- Total Assets: $99.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 160 | $99.6M | $4.5M | $2.9M |
| 2023 | 151 | $83.0M | $4.1M | $2.6M |
| 2022 | 135 | $68.5M | $3.9M | $2.4M |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING LLC | Investment Advisor | $24,000 | — | $24,000 |
| SCHWAB RETIREMENT PLAN SERVICES,INC | Recordkeeper | $21,711 | — | $21,711 |
| ENVESTNET ASSET MANAGEMENT INC | Other Service Provider | $14,797 | — | $14,797 |
| NVEST WEALTH STRATEGIES INC | Other Service Provider | $7,316 | — | $7,316 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING LLC — Investment Advisor
- SCHWAB RETIREMENT PLAN SERVICES,INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,824
- Estimated Expense Ratio: 0.068% 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 | $70,786 | $60,910 | — | — | — |
| 2023 | $47,494 | $47,030 | — | — | — |
| 2022 | $39,133 | $35,829 | — | — | — |