Plan Snapshot
- Plan Sponsor: Ohi West Medical Group Ii LLC
- Sponsor EIN: 923479126
- Sponsor Address: 38135 MARKET SQUARE, ZEPHYRHILLS, FL, 33542
- Plan Type: 401(k)
- Total Participants: 1,866
- Total Assets: $314.0M
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 | 1,866 | $314.0M | $11.0M | $9.9M |
| 2023 | 1,835 | $269.3M | $10.6M | $9.0M |
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 |
|---|---|---|---|---|
| RIVERO GORDIMER & COMPANY PA | Auditor | $29,750 | — | $29,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RIVERO GORDIMER & COMPANY PA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,750
- Estimated Expense Ratio: 0.009% 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 | $194,181 | $55,006 | — | $29,750 | — |
| 2023 | $177,275 | $44,704 | — | $16,150 | — |