# Otterbein Homes 401(k) Plan
Source: https://planprovider.pro/companies/otterbein-homes-401k-plan

> Otterbein Homes's 401(k) plan: 2,076 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Otterbein Homes

- **Sponsor EIN:** 310549058

- **Sponsor Address:** 580 NORTH STATE ROUTE 741, LEBANON, OH, 45036

- **Plan Type:** 401(k)

- **Total Participants:** 2,076

- **Total Assets:** $28.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **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|2,076|$28.9M|$1.2M|$2.3M|

| 2023|1,477|$22.4M|$779,990|$1.8M|

| 2022|1,371|$19.1M|$730,968|$1.7M|

## 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|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — 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|$135,363|$100,576|—|—|—|

| 2023|$111,818|$89,692|—|—|—|

| 2022|$139,830|—|$139,830|—|—|

## Similar Plans

- [Carespring Health Care Management, LLC](https://planprovider.pro/companies/carespring-health-care-management-llc-401k-plan) — 2,116 participants

- [Lionstone Care, LLC](https://planprovider.pro/companies/lionstone-care-llc-401k-plan) — 2,014 participants

- [I Am Boundless, INC.](https://planprovider.pro/companies/i-am-boundless-inc-401k-plan) — 1,916 participants

- [Life Enriching Communities](https://planprovider.pro/companies/life-enriching-communities-403b-plan) — 1,914 participants

- [Sprenger Enterprises, INC.](https://planprovider.pro/companies/sprenger-enterprises-inc-401k-plan) — 1,874 participants

- [Vancrest Management Corp.](https://planprovider.pro/companies/vancrest-management-corp-401k-plan) — 1,799 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/otterbein-homes-401k-plan)

© 2026 PlanProvider.Pro