Plan Snapshot
- Plan Sponsor: Ohios Hospice, INC.
- Sponsor EIN: 463215586
- Sponsor Address: 7575 PARAGON ROAD, DAYTON, OH, 45459
- Plan Type: 401(k)
- Total Participants: 1,220
- Total Assets: $63.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 1,220 | $63.1M | $3.4M | $5.3M |
| 2023 | 1,319 | $59.0M | $3.3M | $5.0M |
| 2022 | 1,260 | $51.5M | $3.2M | $5.2M |
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 |
|---|---|---|---|---|
| PLANTE MORAN | Auditor | — | — | $0 |
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 | $143,950 | — | $143,300 | — | — |
| 2023 | $129,193 | — | $128,243 | — | — |
| 2022 | $109,158 | — | — | — | — |