Plan Snapshot
- Plan Sponsor: Taft Stettinius & Hollister LLP
- Sponsor EIN: 310541755
- Sponsor Address: 425 WALNUT STREET, SUITE 1800, CINCINNATI, OH, 452023957
- Plan Type: DC
- Total Participants: 1,468
- Total Assets: $848.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,468 | $848.9M | $25.4M | $20.1M |
| 2023 | 1,266 | $745.6M | $18.4M | $16.8M |
| 2022 | 1,148 | $519.3M | $7.7M | $12.9M |
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 |
|---|---|---|---|---|
| KATZ, SAPPER & MILLER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KATZ, SAPPER & MILLER LLP — 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 | $325,086 | $262,326 | — | — | — |
| 2023 | $323,746 | $239,665 | — | — | — |
| 2022 | $280,019 | $225,884 | $54,135 | — | — |