Plan Snapshot
- Plan Sponsor: Ohio Education Association
- Sponsor EIN: 314269414
- Sponsor Address: 225 EAST BROAD STREET, COLUMBUS, OH, 432153709
- Plan Type: DB
- Plan Number: 001
- Total Participants: 7
- Total Assets: $84.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 7 | $84.8M | $0 | $0 |
| 2023 | 9 | $89.2M | $0 | $0 |
| 2022 | 11 | $89.2M | $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 |
|---|---|---|---|---|
| SLC MANAGEMENT | Other Service Provider | $123,839 | — | $123,839 |
| CAPFINANCIAL PARTNERS, LLC | Other Service Provider | $114,644 | — | $114,644 |
| AON CONSULTING | Recordkeeper | $45,100 | — | $45,100 |
| MATRIX TRUST COMPANY | Recordkeeper | $32,995 | — | $32,995 |
| CLARK, SCHAEFER, HACKETT AND CO. | Other Service Provider | $14,500 | — | $14,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON CONSULTING — Recordkeeper
- MATRIX TRUST COMPANY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $331,078
- Estimated Expense Ratio: 0.390% 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 | $331,077 | $238,482 | $32,995 | $14,500 | — |
| 2023 | $376,216 | $288,014 | — | $13,500 | — |
| 2022 | $375,877 | $315,979 | — | — | $59,898 |