Plan Snapshot
- Plan Sponsor: Ohio State University Physicians, INC.
- Sponsor EIN: 311447726
- Sponsor Address: 700 ACKERMAN ROAD SUITE 6000, COLUMBUS, OH, 43202
- Plan Type: DC
- Total Participants: 2,183
- Total Assets: $182.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 2,183 | $182.8M | $11.8M | $0 |
| 2023 | 1,904 | $160.8M | $9.9M | $0 |
| 2022 | 1,663 | $135.0M | $8.4M | $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 |
|---|---|---|---|---|
| NATIONWIDE | INVESTMENT COMPANY | $428,691 | — | $428,691 |
| APS-PENTEGRA | THIRD PARTY ADMIN | $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 & COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — INVESTMENT COMPANY
- APS-PENTEGRA — THIRD PARTY ADMIN
- MORGAN STANLEY SMITH BARNEY, LLC — INVESTMENT ADVISOR
- PROACCOUNT — INVESTMENT ADVISORY
- BLUE & COMPANY, 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: 0.392% 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 | — | — | — | — | — |