Plan Snapshot
- Plan Sponsor: Ohio Business Machines LLC
- Sponsor EIN: 050536722
- Sponsor Address: 3092 EUCLID HEIGHTS BLVD., CLEVELAND, OH, 44118
- Plan Type: DC
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $6,432 |
| 2024 | 54 | $1.2M | $0 | $178,884 |
| 2023 | 121 | $1.8M | $0 | $215,126 |
| 2022 | 103 | $1.4M | $0 | $201,012 |
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 |
|---|---|---|---|---|
| PAYCHEX, INC. | RECORDKEEPER | $9,665 | — | $9,665 |
| CLEVELAND WEALTH | ADVISOR | $6,906 | — | $6,906 |
| LEE & CROWLEY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — RECORDKEEPER
- LEE & CROWLEY, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,571
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | $17,266 | $7,619 | $9,647 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |