# Ohio Anesthesia Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/ohio-anesthesia-group-inc-401k-plan

> Ohio Anesthesia Group, INC.'s 401(k) plan: 107 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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 MANAGER|$67,443|—|$67,443|

| ONEAMERICA RETIREMENT SERVICES LLC|RECORDKEEPER|$49,811|—|$49,811|

| LINCOLN FINANCIAL ADVISORS COMP|SERVICE PROVIDER|$48,800|—|$48,800|

| AURUM WEALTH MANAGEMENT|INVESTMENT MANAGER|$30,941|—|$30,941|

| SEQUOIA FINANCIAL ADVISORS, LLC|INVESTMENT ADVISOR|$27,232|—|$27,232|

| JANNEY MONTGOMERY SCOTT LLC|INVESTMENT MANAGER|$27,088|—|$27,088|

| TNLPG|INVESTMENT MANAGER|$23,153|—|$23,153|

| MORGAN STANLEY SMITH BARNEY LLC|INVESTMENT MANAGER|$18,720|—|$18,720|

| GOLDMAN SACHS ASSET MANAGEMENT|INVESTMENT MANAGER|$15,784|—|$15,784|

| COOKSON PEIRCE WEALTH MANAGEMENT|INVESTMENT MANAGEMENT|$14,204|—|$14,204|

| AMERICAN PREMIER FINANCIAL|INVESTMENT MANAGEMENT|$12,756|—|$12,756|

| CBIZ BENEFITS AND INSURANCE SERVICE|THIRD PARTY ADMIN|$11,394|—|$11,394|

| CHARLES SCHWAB & CO., INC|INVESTMENT MANAGER|$8,244|—|$8,244|

| NORTHWESTERN MUTUAL|INVESTMENT ADVISOR|$6,689|—|$6,689|

| MEADEN & MOORE, LTD.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LINCOLN FINANCIAL ADVISORS COMP](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [JANNEY MONTGOMERY SCOTT LLC](https://planprovider.pro/provider/janney-montgomery-scott-llc) — INVESTMENT MANAGER

- [MORGAN STANLEY SMITH BARNEY LLC](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT MANAGER

- [CHARLES SCHWAB & CO., INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — INVESTMENT MANAGER

- [NORTHWESTERN MUTUAL](https://planprovider.pro/provider/northwestern-mutual) — INVESTMENT 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:** $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|—|—|

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