# The Ohio National Life Insurance Company 401(k) Plan
Source: https://planprovider.pro/companies/ohio-national-life-insurance-co-401k-plan-003

> The Ohio National Life Insurance Company's 401(k) plan: 817 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Ohio National Life Insurance Company

- **Sponsor EIN:** 310397080

- **Sponsor Address:** 1 FINANCIAL WAY, CINCINNATI, OH, 45242

- **Plan Type:** 401(k)

- **Total Participants:** 817

- **Total Assets:** $177.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|817|$177.0M|$3.2M|$7.6M|

| 2023|823|$168.1M|$2.7M|$7.0M|

| 2022|821|$159.9M|$4.2M|$7.4M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$120,576|—|$120,576|

| WILLIS TOWERS WATSON|INVESTMENT ADVISOR|$99,509|—|$99,509|

| STRATEGIC ADVISORS, INC.|ADVISOR|$22,234|—|$22,234|

| SCHULTE & UHRIG, CPAS INC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $242,319

- **Estimated Expense Ratio:** 0.137% 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|$242,019|$121,743|$300|—|—|

| 2023|$173,542|$15,925|$1,500|—|—|

| 2022|$196,323|$13,179|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ohio-national-life-insurance-co-401k-plan-003)

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