# Southern Ohio Painters Health & Welfare Fund 401(k) Plan
Source: https://planprovider.pro/companies/southern-ohio-painters-health-welfare-fund-311063422-501

> Southern Ohio Painters Health & Welfare Fund's 401(k) plan: 693 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southern Ohio Painters Health & Welfare Fund

- **Sponsor EIN:** 311063422

- **Sponsor Address:** 625 ENTERPRISE DRIVE, OAK BROOK, IL, 60523

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 693

- **Total Assets:** $9.0M

## 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|693|$9.0M|$8.4M|$578,508|

| 2023|912|$10.4M|$8.0M|$620,868|

| 2022|864|$11.8M|$7.7M|$615,509|

## 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|

| AETNA|Other Service Provider|$262,951|—|$262,951|

| POTTS-DUPRE, HAWKINS, AND KRAMER|Other Service Provider|$111,234|—|$111,234|

| BENESYS, INC.|Other Service Provider|$78,952|—|$78,952|

| DGPERRY|Auditor|$26,200|—|$26,200|

| WARREN T. SMITH|Recordkeeper|$21,846|—|$21,846|

| FIFTH THIRD BANK RETIREMENT SERVICE|Other Service Provider|$15,390|—|$15,390|

| THE UNION LABOR LIFE INSURANCE|Recordkeeper|$14,775|—|$14,775|

| PART D ADVISORS|Other Service Provider|$14,678|—|$14,678|

| UNITED ACTUARIAL SERVICES INC|Other Service Provider|$12,200|—|$12,200|

| CITY PRINTING CO|Other Service Provider|$8,163|—|$8,163|

| BENEFITS MANAGEMENT GROUP, INC.|Other Service Provider|$6,578|—|$6,578|

| AT&T|Other Service Provider|$5,541|—|$5,541|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [DGPERRY](https://planprovider.pro/provider/dgperry-pllc) — Auditor

- [THE UNION LABOR LIFE INSURANCE](https://planprovider.pro/provider/the-vanguard-group-inc) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $578,508

- **Estimated Expense Ratio:** 6.451% 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|$605,240|$15,390|$339,284|$26,200|—|

| 2023|$632,275|$21,409|$342,069|$28,754|—|

| 2022|$717,907|$28,846|$89,722|—|$104,308|

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