Plan Snapshot
- Plan Sponsor: Orthopaedic Institute Of Ohio, INC.
- Sponsor EIN: 311562435
- Sponsor Address: 801 MEDICAL DRIVE, LIMA, OH, 45804
- Plan Type: DC
- Total Participants: 422
- Total Assets: $56.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 422 | $56.0M | $1.6M | $2.4M |
| 2023 | 333 | $47.6M | $1.5M | $2.0M |
| 2022 | 331 | $39.7M | $1.4M | $1.8M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $31,753 | — | $31,753 |
| BARNES DENNIG | ACCOUNTANT/AUDITOR | $11,010 | — | $11,010 |
| MATRIX TRUST COMPANY | TRUSTEE | $10,904 | — | $10,904 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- BARNES DENNIG — ACCOUNTANT/AUDITOR
- MATRIX TRUST COMPANY — TRUSTEE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,667
- Estimated Expense Ratio: 0.096% 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 | $130,751 | — | $1,200 | $11,010 | — |
| 2023 | $128,646 | — | — | $22,245 | — |
| 2022 | $132,039 | — | — | — | — |