Plan Snapshot
- Plan Sponsor: Obhg Management Services, LLC
- Sponsor EIN: 800950275
- Sponsor Address: OB HOSPITALIST GROUP, GREENVILLE, SC, 29607
- Plan Type: 401(k)
- Total Participants: 2,566
- Total Assets: $113.3M
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 | 2,566 | $113.3M | $1.3M | $16.1M |
| 2023 | 2,257 | $87.1M | $0 | $13.9M |
| 2022 | 1,549 | $66.9M | $1.8M | $11.8M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | SERVICE PROVIDER | $214,457 | $456 | $214,913 |
| KKESTRA INVESTMENT SERVICES, LLC | BROKER/DEALER | — | $100,870 | $100,870 |
| VOYA RETIREMENT ADVISORS, LLC | SERVICE PROVIDER | $49,819 | — | $49,819 |
| 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: $365,602
- Estimated Expense Ratio: 0.323% 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 | $264,277 | $50,341 | $211,463 | — | — |
| 2023 | $46,602 | — | — | $46,602 | — |
| 2022 | $43,870 | — | $43,870 | — | — |