Plan Snapshot
- Plan Sponsor: Sarnova Hc, LLC
- Sponsor EIN: 262549813
- Sponsor Address: 5000 TUTTLE CROSSING BLVD, DUBLIN, OH, 43016
- Plan Type: 401(k)
- Total Participants: 1,399
- Total Assets: $100.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,399 | $100.0M | $4.3M | $8.9M |
| 2023 | 1,315 | $88.8M | $3.1M | $8.3M |
| 2022 | 1,329 | $74.4M | $2.7M | $8.0M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | NONE | $126,635 | — | $126,635 |
| RESOURCE INVESTMENT ADVISORS LLC | NONE | $59,000 | — | $59,000 |
| ONEDIGITAL TOPCO LLC | NONE | $7,500 | — | $7,500 |
| CROWE LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $193,135
- Estimated Expense Ratio: 0.193% 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 | $209,943 | $7,974 | — | — | — |
| 2023 | $204,125 | $253 | — | — | — |
| 2022 | $204,098 | — | — | — | $59,000 |