Plan Snapshot
- Plan Sponsor: Motorists Mutual Insurance Company
- Sponsor EIN: 314259550
- Sponsor Address: 471 EAST BROAD STREET, COLUMBUS, OH, 43215
- Plan Type: 401(k)
- Total Participants: 1,165
- Total Assets: $350.7M
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 | 1,165 | $350.7M | $12.3M | $8.5M |
| 2023 | 1,151 | $306.6M | $7.6M | $11.1M |
| 2022 | 1,161 | $256.1M | $8.3M | $11.9M |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $157,265 | $120,676 | — | — | — |
| 2023 | $130,422 | $130,122 | — | — | — |
| 2022 | $116,951 | $86,329 | $30,322 | — | — |