# Ohio Education Association 401(k) Plan
Source: https://planprovider.pro/companies/ohio-education-association-401k-plan

> Ohio Education Association's 401(k) plan: 180 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:** 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|—|—|

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