Plan Snapshot
- Plan Sponsor: Ohio Anesthesia Group, INC.
- Sponsor EIN: 260347451
- Sponsor Address: 4450 BELDEN VILLAGE ST NW, CANTON, OH, 447182592
- Plan Type: 401(k)
- Total Participants: 107
- Total Assets: $62.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 107 | $62.1M | $1.8M | $1.6M |
| 2023 | 80 | $60.6M | $2.1M | $1.8M |
| 2022 | 115 | $57.6M | $1.9M | $1.9M |
| 2020 | 120 | $60.0M | $0 | $0 |
| 2019 | 113 | $51.9M | $0 | $0 |
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 |
|---|---|---|---|---|
| ALPHA CAPITAL MANAGEMENT | Investment Advisor | $67,443 | — | $67,443 |
| ONEAMERICA RETIREMENT SERVICES LLC | Recordkeeper | $49,811 | — | $49,811 |
| LINCOLN FINANCIAL ADVISORS COMP | Recordkeeper | $48,800 | — | $48,800 |
| AURUM WEALTH MANAGEMENT | Investment Advisor | $30,941 | — | $30,941 |
| SEQUOIA FINANCIAL ADVISORS, LLC | Investment Advisor | $27,232 | — | $27,232 |
| JANNEY MONTGOMERY SCOTT LLC | Investment Advisor | $27,088 | — | $27,088 |
| TNLPG | Investment Advisor | $23,153 | — | $23,153 |
| MORGAN STANLEY SMITH BARNEY LLC | Investment Advisor | $18,720 | — | $18,720 |
| GOLDMAN SACHS ASSET MANAGEMENT | Investment Advisor | $15,784 | — | $15,784 |
| COOKSON PEIRCE WEALTH MANAGEMENT | Investment Advisor | $14,204 | — | $14,204 |
| AMERICAN PREMIER FINANCIAL | Investment Advisor | $12,756 | — | $12,756 |
| CBIZ BENEFITS AND INSURANCE SERVICE | Recordkeeper | $11,394 | — | $11,394 |
| CHARLES SCHWAB & CO., INC | Investment Advisor | $8,244 | — | $8,244 |
| NORTHWESTERN MUTUAL | Investment Advisor | $6,689 | — | $6,689 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN FINANCIAL ADVISORS COMP — Recordkeeper
- JANNEY MONTGOMERY SCOTT LLC — Investment Advisor
- MORGAN STANLEY SMITH BARNEY LLC — Investment Advisor
- CHARLES SCHWAB & CO., INC — Investment Advisor
- NORTHWESTERN MUTUAL — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $362,259
- Estimated Expense Ratio: 0.584% 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 | $360,189 | $57,950 | $244,785 | — | — |
| 2023 | $316,505 | $56,411 | $219,289 | — | — |
| 2022 | $372,886 | $73,724 | $299,162 | — | — |
| 2020 | $200,138 | $92,981 | $107,157 | — | — |
| 2019 | $194,199 | $187,855 | $6,344 | — | — |