Plan Snapshot
- Plan Sponsor: Ohio Valley Goodwill Industries
- Sponsor EIN: 310554062
- Sponsor Address: 10600 SPRINGFIELD PIKE, CINCINNATI, OH, 45215
- Plan Type: 401(k)
- Plan Number: 504
- Total Participants: 193
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 193 | $0 | $0 | $0 |
| 2024 | 167 | $0 | $0 | $0 |
| 2023 | 210 | $0 | $0 | $0 |
| 2022 | 206 | $0 | $0 | $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 |
|---|---|---|---|---|
| CUSTOM DESIGN BENEFITS LLC | Other Service Provider | $122,984 | — | $122,984 |
| STRATEGIC BENEFITS OF CINTI INC | Insurance Carrier | $50,085 | — | $50,085 |
| CURALINC LLC | Other Service Provider | $13,018 | — | $13,018 |
| PAYER COMPASS | Other Service Provider | $9,900 | — | $9,900 |
| THE PHIA GROUP | Other Service Provider | $7,270 | — | $7,270 |
| RX RESULTS | Other Service Provider | $6,552 | — | $6,552 |
| INNOVATIVE MEDICAL RISK MANAGER | Other Service Provider | $5,242 | — | $5,242 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $215,051
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |