Plan Snapshot
- Plan Sponsor: Ohio Operating Engineers Education And Safety Fund
- Sponsor EIN: 237258099
- Sponsor Address: C/O BOARD OF TRUSTEES, COLUMBUS, OH, 432157003
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 886
- Total Assets: $2.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 886 | $2.9M | $1.6M | $0 |
| 2023 | 869 | $2.7M | $1.5M | $0 |
| 2022 | 846 | $2.5M | $1.3M | $0 |
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 |
|---|---|---|---|---|
| MELISSA HANNA | Other Service Provider | $38,421 | — | $38,421 |
| CAROL WILSON | Other Service Provider | $21,528 | — | $21,528 |
| STACEY BARKER | Other Service Provider | $15,649 | — | $15,649 |
| AMELIA BOEHMER | Other Service Provider | $14,112 | — | $14,112 |
| C&P ADVISORS LLC | Other Service Provider | $9,000 | — | $9,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $98,710
- Estimated Expense Ratio: 3.415% 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 | $221,294 | — | — | $9,000 | — |
| 2023 | $188,476 | — | — | $9,147 | — |
| 2022 | $181,082 | — | — | — | $9,852 |