# Ohio Valley Physicians, INC. DC Plan
Source: https://planprovider.pro/companies/ohio-valley-physicians-inc-plan-001

> Ohio Valley Physicians, INC.&#39;s DC plan: 200 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ohio Valley Physicians, INC.

- **Sponsor EIN:** 311778412

- **Sponsor Address:** 300-B 8TH ST, STE 201, HUNTINGTON, WV, 25701

- **Plan Type:** DC

- **Total Participants:** 200

- **Total Assets:** $11.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **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|200|$11.8M|$690,632|$1.1M|

| 2023|203|$10.3M|$653,516|$960,570|

| 2022|182|$7.9M|$558,724|$830,447|

## 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|

| M2B RETIREMENT CONSULTING, LLC|CONTRACT ADMINISTRATOR|$8,100|$13,909|$22,009|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$20,125|—|$20,125|

| RAYMOND JAMES & ASSOCIATES INC|INVESTMENT ADVISORY|$7,050|$3|$7,053|

| KELLEY GALLOWAY SMITH GOOLSBY, PSC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RAYMOND JAMES & ASSOCIATES INC](https://planprovider.pro/provider/john-hancock) — INVESTMENT ADVISORY

- [KELLEY GALLOWAY SMITH GOOLSBY, PSC](https://planprovider.pro/provider/kelley-galloway-smith-goolsby-psc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $49,187

- **Estimated Expense Ratio:** 0.416% 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|$42,812|$14,586|$28,226|—|—|

| 2023|$9,311|$9,311|—|—|—|

| 2022|$8,478|$8,478|—|—|—|

## Similar Plans

- [Community Care Of West Virginia, INC.](https://planprovider.pro/companies/community-care-of-west-virginia-inc-401k-plan) — 448 participants

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