Plan Snapshot
- Plan Sponsor: Ohio Gastroenterology Group, INC.
- Sponsor EIN: 310834038
- Sponsor Address: 3400 OLENTANGY RIVER ROAD, COLUMBUS, OH, 432021523
- Plan Type: DB
- Total Participants: 303
- Total Assets: $32.4M
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 | 303 | $32.4M | $5.0M | $0 |
| 2023 | 262 | $25.4M | $4.8M | $0 |
| 2022 | 213 | $21.6M | $4.5M | $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 |
|---|---|---|---|---|
| SCROGGINS GREAR, INC. | CONTRACT ADMIN | $13,345 | — | $13,345 |
| VEID & VEID, CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VEID & VEID, CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,345
- Estimated Expense Ratio: 0.041% 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 | $13,345 | — | — | — | — |
| 2023 | $2,960 | — | — | — | — |
| 2022 | $2,405 | — | $2,405 | — | — |