Plan Snapshot
- Plan Sponsor: Ohio Medical Transportation, INC.
- Sponsor EIN: 311428613
- Sponsor Address: 2827 WEST DUBLIN-GRANVILLE RD., COLUMBUS, OH, 43235
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 449
- Total Assets: $14.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 449 | $14.8M | $668,310 | $1.4M |
| 2023 | 468 | $14.7M | $665,014 | $1.4M |
| 2022 | 525 | $12.9M | -$1,354 | $1.6M |
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 |
|---|---|---|---|---|
| ASCENSUS LLC | Other Service Provider | $70,201 | — | $70,201 |
| EVERHART FINANCIAL GROUP | Other Service Provider | $35,870 | — | $35,870 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $106,071
- Estimated Expense Ratio: 0.718% 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 | $106,072 | $35,871 | $70,201 | — | — |
| 2023 | $86,333 | $14,288 | $72,045 | — | — |
| 2022 | $97,971 | $29,554 | $68,417 | — | — |