# Southwest Ohio Ent Specialists, INC. DB Plan
Source: https://planprovider.pro/companies/southwest-ohio-ent-specialists-inc-plan-003

> Southwest Ohio Ent Specialists, INC.'s DB plan: 125 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southwest Ohio Ent Specialists, INC.

- **Sponsor EIN:** 310644802

- **Sponsor Address:** 1222 SOUTH PATTERSON BLVD. STE 400, DAYTON, OH, 45402

- **Plan Type:** DB

- **Total Participants:** 125

- **Total Assets:** $5.1M

## 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|125|$5.1M|$1.5M|$0|

| 2023|117|$4.2M|$1.6M|$0|

| 2022|110|$2.4M|$1.1M|$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|

| BARNES, DENNIG, & CO., LTD.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BARNES, DENNIG, & CO., LTD.](https://planprovider.pro/provider/barnes-dennig-and-co-ltd) — 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|$42,676|—|—|—|—|

| 2023|$39,129|$9,277|$70|—|—|

| 2022|$39,129|$9,277|$70|—|$19,750|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/southwest-ohio-ent-specialists-inc-plan-003)

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