Plan Snapshot
- Plan Sponsor: Southern Ohio Chamber Alliance
- Sponsor EIN: 471267936
- Sponsor Address: 1435 VINE STREET, CINCINNATI, OH, 45202
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 0
- Total Assets: $71.6M
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 | $71.6M | $0 | $0 |
| 2023 | 0 | $67.1M | $0 | $0 |
| 2022 | 0 | $76.8M | $0 | $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 |
|---|---|---|---|---|
| COMMUNITY INSURANCE COMPANY | Other Service Provider | $20,863,683 | — | $20,863,683 |
| CONSOLIPLEX CHAMBERS LLC | Other Service Provider | $3,709,319 | — | $3,709,319 |
| X-FACTOR MEDIA | Other Service Provider | $757,856 | — | $757,856 |
| SOCA SERVICES LLC | Other Service Provider | $474,793 | — | $474,793 |
| NAVIA BENEFIT SOLUTIONS | Other Service Provider | $362,244 | — | $362,244 |
| MALONEY + NOVOTNY, LLC | Auditor | $87,937 | — | $87,937 |
| HUNTINGTON NATIONAL BANK | Other Service Provider | $78,107 | — | $78,107 |
| THE OHLMANN GROUP, INC. | Other Service Provider | $7,809 | — | $7,809 |
| OPTUM | Other Service Provider | $5,903 | — | $5,903 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MALONEY + NOVOTNY, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,347,651
- Estimated Expense Ratio: 36.773% 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 | $27,932,417 | $78,107 | $25,410,039 | $87,937 | — |
| 2023 | $35,662,308 | $69,425 | $33,365,757 | $92,549 | — |
| 2022 | $39,640,992 | $31,803 | $38,307,102 | — | $80,847 |