Plan Snapshot
- Plan Sponsor: Oncology/Hematology Care, INC.
- Sponsor EIN: 311106418
- Sponsor Address: 5053 WOOSTER ROAD, CINCINNATI, OH, 45226
- Plan Type: DB
- Total Participants: 163
- Total Assets: $5.4M
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. |
|---|---|---|---|---|
| 2024 | 163 | $5.4M | $1.2M | $0 |
| 2023 | 148 | $4.5M | $1.1M | $0 |
| 2022 | 155 | $6.8M | $1.8M | $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 |
|---|---|---|---|---|
| CLARK SHAFER HACKETT & CO. | 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 | $66,034 | $17,034 | $49,000 | — | — |
| 2023 | $75,243 | $17,143 | $56,564 | — | — |
| 2022 | $66,661 | — | $24,217 | — | $41,124 |