Plan Snapshot
- Plan Sponsor: Ohio Valley Goodwill Industries Rehabilitation Center, INC.
- Sponsor EIN: 310554062
- Sponsor Address: 10600 SPRINGFIELD PIKE, CINCINNATI, OH, 45215
- Plan Type: 403(b)
- Total Participants: 777
- Total Assets: $9.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 777 | $9.7M | $373,700 | $577,432 |
| 2023 | 647 | $9.7M | $347,277 | $510,349 |
| 2022 | 644 | $8.4M | $325,897 | $484,928 |
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 |
|---|---|---|---|---|
| DEAN DORTON ALLEN FORD PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DEAN DORTON ALLEN FORD PLLC — 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 | $26,968 | $5,288 | — | — | — |
| 2023 | $45,187 | $23,886 | — | $5,940 | — |
| 2022 | $51,648 | $40,097 | $11,551 | — | — |