Plan Snapshot
- Plan Sponsor: Ohio Living
- Sponsor EIN: 344429863
- Sponsor Address: 9200 WORTHINGTON ROAD, WESTERVILLE, OH, 43082
- Plan Type: 403(b)
- Total Participants: 2,442
- Total Assets: $72.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 2,442 | $72.5M | $0 | $3.9M |
| 2023 | 2,280 | $70.7M | $0 | $3.9M |
| 2022 | 2,523 | $64.0M | $0 | $4.1M |
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 |
|---|---|---|---|---|
| PLANTE & MORAN | 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 | $260,691 | — | $260,691 | — | — |
| 2023 | $248,409 | — | $248,309 | — | — |
| 2022 | $277,125 | — | $276,975 | — | — |