Plan Snapshot
- Plan Sponsor: Ohio Holdings, INC.
- Sponsor EIN: 341941799
- Sponsor Address: 383 W. DUSSEL DR., MAUMEE, OH, 43537
- Plan Type: 401(k)
- Total Participants: 175
- Total Assets: $7.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 175 | $7.4M | $561,864 | $825,080 |
| 2023 | 166 | $5.6M | $482,560 | $692,031 |
| 2022 | 171 | $3.6M | $414,289 | $600,929 |
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 |
|---|---|---|---|---|
| EMPOWER ANNIUTY INS | Recordkeeper | $58,822 | — | $58,822 |
| OSAIC WEALTH, INC. | Investment Advisor | — | $29,188 | $29,188 |
| EMPOWER ADVISORY GRP, LLC | Other Service Provider | $13,214 | — | $13,214 |
| GREAT LAKES PENSION SERVICES | Other Service Provider | $12,023 | — | $12,023 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $113,247
- Estimated Expense Ratio: 1.535% 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 | $68,890 | $13,214 | $53,726 | — | — |
| 2023 | $43,003 | $7,777 | $34,276 | — | — |
| 2022 | $33,765 | — | $31,555 | — | $2,210 |