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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $62,760 | — | $62,760 |
| MERRILL LYNCH PIERCE FENNER SMITH | Investment Advisor | $62,028 | — | $62,028 |
| MARINER LLC | Investment Advisor | $38,035 | — | $38,035 |
| AT INVESTMENT ADVISORS | Investment Advisor | $26,875 | — | $26,875 |
| WOODLEY FARRA MANION PORTFOLIO | Investment Advisor | $20,909 | — | $20,909 |
| MORGAN STANLEY SMITH BARNEY LLC | Investment Advisor | $20,306 | — | $20,306 |
| CURRY WEBB WEALTH MANAGEMENT | Investment Advisor | $17,901 | — | $17,901 |
| CORIENT PRIVATE WEALTH LLC | Investment Advisor | $10,780 | — | $10,780 |
| MCF ADVISORS LLC | Investment Advisor | $9,083 | — | $9,083 |
| NORTHWESTERN MUTUAL | Investment Advisor | $8,748 | — | $8,748 |
| MAI CAPITAL MANAGEMENT LLC | Investment Advisor | $8,438 | — | $8,438 |
| CAPITAL MGMT SERVICES INC. | Investment Advisor | $7,673 | — | $7,673 |
| TRUPOINT INC. | Investment Advisor | $7,048 | — | $7,048 |
| UBS FINANCIAL SERVICES INC. | Investment Advisor | $5,713 | — | $5,713 |
| HOWARD CAPITAL MANAGEMENT | Investment Advisor | $5,567 | — | $5,567 |
| BUCKINGHAM STRATEGIC WEALTH LLC | Investment Advisor | $5,283 | — | $5,283 |
| BAHL & GAYNOR INC | Investment Advisor | $5,072 | — | $5,072 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY LLC — Investment Advisor
- CORIENT PRIVATE WEALTH LLC — Investment Advisor
- NORTHWESTERN MUTUAL — Investment Advisor
- UBS FINANCIAL SERVICES INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $322,219
- Estimated Expense Ratio: 0.038% 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 | $325,086 | $262,326 | — | — | — |
| 2023 | $323,746 | $239,665 | — | — | — |
| 2022 | $280,019 | $225,884 | $54,135 | — | — |