Plan Snapshot
- Plan Sponsor: Southern Ohio Medical Center
- Sponsor EIN: 310678022
- Sponsor Address: 1805 27TH STREET, PORTSMOUTH, OH, 45662
- Plan Type: 403(b)
- Total Participants: 3,316
- Total Assets: $172.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,316 | $172.9M | $4.0M | $9.8M |
| 2023 | 3,112 | $154.9M | $3.9M | $9.0M |
| 2022 | 3,009 | $135.5M | $3.4M | $8.4M |
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 |
|---|---|---|---|---|
| PLANTE & MORAN 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 | $146,214 | $4,672 | $14,222 | — | — |
| 2023 | $305,548 | — | — | — | — |
| 2022 | $318,506 | — | $318,506 | — | — |