Plan Snapshot
- Plan Sponsor: Ohio State University Physicians, INC.
- Sponsor EIN: 311447726
- Sponsor Address: 700 ACKERMAN ROAD SUITE 6000, COLUMBUS, OH, 43202
- Plan Type: 403(b)
- Total Participants: 2,180
- Total Assets: $58.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 2,180 | $58.7M | $0 | $6.1M |
| 2023 | 1,904 | $49.9M | $0 | $5.3M |
| 2022 | 1,663 | $40.3M | $0 | $4.0M |
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 |
|---|---|---|---|---|
| NATIONWIDE | INVESTMENT COMPANY | $428,691 | — | $428,691 |
| APS- PENTEGRA | TPA | $63,168 | $104,179 | $167,347 |
| MORGAN STANLEY SMITH BARNEY LLC | INVESTMENT ADVISOR | — | $112,744 | $112,744 |
| PROACCOUNT | INVESTMENT ADVISORY | $8,152 | — | $8,152 |
| BLUE & CO, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — INVESTMENT COMPANY
- APS- PENTEGRA — TPA
- MORGAN STANLEY SMITH BARNEY LLC — INVESTMENT ADVISOR
- PROACCOUNT — INVESTMENT ADVISORY
- BLUE & CO, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $716,934
- Estimated Expense Ratio: 1.221% 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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |