Plan Snapshot
- Plan Sponsor: Ross County Community Action Commission, INC.
- Sponsor EIN: 316059908
- Sponsor Address: 250 N WOODBRIDGE AVE, CHILLICOTHE, OH, 45601
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 31
- Total Assets: $481,232
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. |
|---|---|---|---|---|
| 2025 | 31 | $481,232 | $0 | $0 |
| 2024 | 31 | $452,443 | $632,596 | $53,616 |
| 2023 | 28 | $302,250 | $613,800 | $70 |
| 2022 | 13 | $149,478 | $552,615 | $89,746 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP, LLC | Investment Advisor | $54,798 | — | $54,798 |
| MCGOHAN BRABENDER | Investment Advisor | $17,160 | — | $17,160 |
| MERITAIN HEALTH, AN AETNA COMPANY | Other Service Provider | $8,430 | — | $8,430 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $80,388
- Estimated Expense Ratio: 16.705% 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 |
|---|---|---|---|---|---|
| 2025 | $811,519 | — | — | — | — |
| 2024 | $551,847 | — | — | — | — |
| 2023 | $459,122 | — | — | — | — |
| 2022 | $529,220 | — | — | — | — |