Plan Snapshot
- Plan Sponsor: North Central Mental Health Services, INC.
- Sponsor EIN: 310847283
- Sponsor Address: 1301 NORTH HIGH STREET, COLUMBUS, OH, 43201
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $12.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 130 | $12.5M | $238,937 | $487,466 |
| 2023 | 78 | $12.0M | $212,076 | $450,091 |
| 2022 | 88 | $11.3M | $261,665 | $549,949 |
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 |
|---|---|---|---|---|
| UNITED PLANNERS FINANCIAL SERVICES | ADVISOR | $42,108 | — | $42,108 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $27,257 | — | $27,257 |
| PARMS & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,365
- Estimated Expense Ratio: 0.556% 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 | $69,365 | $42,108 | — | — | — |
| 2023 | $63,847 | $39,525 | — | — | — |
| 2022 | $73,250 | — | — | — | — |