# Otterbein Seniorlife DB Plan
Source: https://planprovider.pro/companies/otterbein-seniorlife-plan-001

> Otterbein Seniorlife's DB plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Otterbein Seniorlife

- **Sponsor EIN:** 310549058

- **Sponsor Address:** 3855 LOWER MARKET STREET, SUITE 300, LEBANON, OH, 45036

- **Plan Type:** DB

- **Total Participants:** 0

- **Total Assets:** $0

## 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|0|$0|-$2,925,855|$0|

| 2023|64|$14.7M|$555,000|$0|

| 2022|70|$12.8M|$2.2M|$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|

| 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|$15,367|$9,399|—|—|—|

| 2023|$45,046|$12,128|—|—|—|

| 2022|$496,204|$23,296|—|—|$248,804|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/otterbein-seniorlife-plan-001)

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