Plan Snapshot
- Plan Sponsor: St. Vincent Family Services
- Sponsor EIN: 314379572
- Sponsor Address: 1490 EAST MAIN STREET, COLUMBUS, OH, 43205
- Plan Type: 401(k)
- Total Participants: 171
- Total Assets: $4.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 171 | $4.9M | $116,453 | $333,043 |
| 2023 | 145 | $4.6M | $120,971 | $272,269 |
| 2022 | 124 | $4.6M | $109,106 | $290,454 |
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 |
|---|---|---|---|---|
| WELLS, CPA LLC | 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 | $7,488 | $53 | $6,875 | — | — |
| 2023 | $3,819 | $34 | $3,535 | — | — |
| 2022 | $2,393 | — | $2,393 | — | — |