Plan Snapshot
- Plan Sponsor: Ohio Education Association
- Sponsor EIN: 314269414
- Sponsor Address: PO BOX 2550, COLUMBUS, OH, 432162550
- Plan Type: 401(k)
- Total Participants: 180
- Total Assets: $99.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 180 | $99.5M | $3.9M | $1.9M |
| 2023 | 182 | $88.3M | $3.8M | $1.8M |
| 2022 | 180 | $73.4M | $3.6M | $1.8M |
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 |
|---|---|---|---|---|
| CLARK, SCHAEFER, HACKETT & CO. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $162,657 | $92,790 | $69,867 | — | — |
| 2023 | $152,470 | $148,470 | $4,000 | — | — |
| 2022 | $132,454 | $73,697 | $58,757 | — | — |