Plan Snapshot
- Plan Sponsor: Ohio State Home Services, INC.
- Sponsor EIN: 341238206
- Sponsor Address: 365 HIGHLAND RD E, MACEDONIA, OH, 44056
- Plan Type: 401(k)
- Total Participants: 217
- Total Assets: $8.4M
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 | 217 | $8.4M | $260,164 | $708,440 |
| 2023 | 218 | $8.5M | $237,740 | $679,090 |
| 2022 | 232 | $7.1M | $179,265 | $652,628 |
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 |
|---|---|---|---|---|
| MALONEY AND NOVOTNY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MALONEY AND NOVOTNY — Auditor
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 | $45,135 | $7,480 | — | — | — |
| 2023 | $39,649 | $5,036 | — | — | — |
| 2022 | $50,690 | — | $50,690 | — | — |