# Ohio Living 403(b) Plan
Source: https://planprovider.pro/companies/ohio-living-plan-002

> Ohio Living's 403(b) plan: 2,442 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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