# Ohio Operating Engineers Education And Safety Fund 401(k) Plan
Source: https://planprovider.pro/companies/ohio-operating-engineers-education-and-safety-fund-237258099-501

> Ohio Operating Engineers Education And Safety Fund's 401(k) plan: 886 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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