Plan Snapshot
- Plan Sponsor: Red Oak Behavioral Health
- Sponsor EIN: 341282145
- Sponsor Address: 611 W. MARKET STREET, AKRON, OH, 44303
- Plan Type: 401(k)
- Total Participants: 160
- Total Assets: $3.4M
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 | 160 | $3.4M | $207,169 | $350,034 |
| 2023 | 158 | $2.9M | $196,040 | $365,926 |
| 2022 | 162 | $2.2M | $135,546 | $285,529 |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY, LLP | Auditor | — | — | $0 |
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 | $33,774 | — | — | — | — |
| 2023 | $19,315 | — | — | — | — |
| 2022 | $3,180 | — | $3,180 | — | — |