Plan Snapshot
- Plan Sponsor: Orthopaedic Institute Of Ohio, INC.
- Sponsor EIN: 311562435
- Sponsor Address: 801 MEDICAL DR., LIMA, OH, 45804
- Plan Type: DB
- Total Participants: 129
- Total Assets: $15.2M
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 | 129 | $15.2M | $2.5M | $0 |
| 2023 | 120 | $12.0M | $2.6M | $0 |
| 2022 | 118 | $8.8M | $1.9M | $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 |
|---|---|---|---|---|
| BARNES, DENNIG & CO., LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARNES, DENNIG & CO., LTD — Auditor
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 | $79,002 | $78,192 | — | — | — |
| 2023 | $59,127 | $58,812 | — | — | — |
| 2022 | $52,071 | $51,456 | — | — | $615 |