Plan Snapshot
- Plan Sponsor: Southern Ohio Medical Center
- Sponsor EIN: 310678022
- Sponsor Address: TREASURY SERVICES, PORTSMOUTH, OH, 456622927
- Plan Type: DB
- Total Participants: 3,176
- Total Assets: $74.7M
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 | 3,176 | $74.7M | $5.3M | $0 |
| 2023 | 2,554 | $70.1M | $6.0M | $0 |
| 2022 | 2,481 | $64.3M | $2.0M | $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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — Auditor
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 | $389,547 | $130,451 | — | — | — |
| 2023 | $915,087 | $292,138 | — | — | — |
| 2022 | $699,518 | $162,541 | — | — | $294,889 |