# Orthopaedic Institute Of Ohio, INC. DC Plan
Source: https://planprovider.pro/companies/orthopaedic-institute-of-ohio-inc-plan-002

> Orthopaedic Institute Of Ohio, INC.'s DC plan: 422 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [BARNES DENNIG](https://planprovider.pro/provider/barnes-dennig-and-co-ltd) — ACCOUNTANT/AUDITOR

- [MATRIX TRUST COMPANY](https://planprovider.pro/provider/aspire-financial-services) — 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|—|—|—|—|

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