# Ohio Education Association DB Plan
Source: https://planprovider.pro/companies/ohio-education-association-314269414-001

> Ohio Education Association's DB plan: 7 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/alight-solutions) — Recordkeeper

- [MATRIX TRUST COMPANY](https://planprovider.pro/provider/aspire-financial-services) — 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|

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