# Northern Ohio Medical Specialists, LLC DC Plan
Source: https://planprovider.pro/companies/northern-ohio-medical-specialists-llc-plan-001

> Northern Ohio Medical Specialists, LLC's DC plan: 1,257 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Northern Ohio Medical Specialists, LLC

- **Sponsor EIN:** 341933718

- **Sponsor Address:** 3004 HAYES AVENUE, SANDUSKY, OH, 44870

- **Plan Type:** DC

- **Total Participants:** 1,257

- **Total Assets:** $117.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|1,257|$117.2M|$4.3M|$4.8M|

| 2023|1,196|$99.8M|$3.8M|$5.5M|

| 2022|1,154|$82.7M|$4.2M|$5.1M|

## 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|

| NEWPORT GROUP, INC.|RECORDKEEPER|$129,788|—|$129,788|

| VENTURE VISIONARY PARTNERS|ADVISOR|$60,449|—|$60,449|

| NEWPORT TRUST COMPANY|TRUSTEE|$27,121|—|$27,121|

| MEADEN & MOORE, LTD|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [VENTURE VISIONARY PARTNERS](https://planprovider.pro/provider/venture-visionary-partners) — ADVISOR

- [MEADEN & MOORE, LTD](https://planprovider.pro/provider/meaden-and-moore-ltd) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $217,358

- **Estimated Expense Ratio:** 0.185% 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|$162,132|$60,449|$22,699|—|—|

| 2023|$211,970|$60,450|$35,771|—|—|

| 2022|$214,534|$58,200|$141,361|—|$14,973|

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