# Taft Stettinius & Hollister LLP DC Plan
Source: https://planprovider.pro/companies/taft-stettinius-hollister-llp-plan-004

> Taft Stettinius & Hollister LLP's DC plan: 1,468 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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 ADVISORY|$62,028|—|$62,028|

| MARINER LLC|BROKERAGE|$38,035|—|$38,035|

| AT INVESTMENT ADVISORS|BROKERAGE|$26,875|—|$26,875|

| WOODLEY FARRA MANION PORTFOLIO|BROKERAGE|$20,909|—|$20,909|

| MORGAN STANLEY SMITH BARNEY LLC|INVESTMENT ADVISORY|$20,306|—|$20,306|

| CURRY WEBB WEALTH MANAGEMENT|BROKERAGE|$17,901|—|$17,901|

| CORIENT PRIVATE WEALTH LLC|BROKERAGE|$10,780|—|$10,780|

| MCF ADVISORS LLC|BROKERAGE|$9,083|—|$9,083|

| NORTHWESTERN MUTUAL|BROKERAGE|$8,748|—|$8,748|

| MAI CAPITAL MANAGEMENT LLC|BROKERAGE|$8,438|—|$8,438|

| CAPITAL MGMT SERVICES INC.|BROKERAGE|$7,673|—|$7,673|

| TRUPOINT INC.|BROKERAGE|$7,048|—|$7,048|

| UBS FINANCIAL SERVICES INC.|INVESTMENT ADVISORY|$5,713|—|$5,713|

| HOWARD CAPITAL MANAGEMENT|BROKERAGE|$5,567|—|$5,567|

| BUCKINGHAM STRATEGIC WEALTH LLC|BROKERAGE|$5,283|—|$5,283|

| BAHL & GAYNOR INC|BROKERAGE|$5,072|—|$5,072|

| KATZ, SAPPER & MILLER LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MORGAN STANLEY SMITH BARNEY LLC](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISORY

- [CORIENT PRIVATE WEALTH LLC](https://planprovider.pro/provider/creative-planning) — BROKERAGE

- [NORTHWESTERN MUTUAL](https://planprovider.pro/provider/northwestern-mutual) — BROKERAGE

- [UBS FINANCIAL SERVICES INC.](https://planprovider.pro/provider/aspire-financial-services) — INVESTMENT ADVISORY

- [KATZ, SAPPER & MILLER LLP](https://planprovider.pro/provider/katz-sapper-and-miller-llp) — Auditor

## 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/taft-stettinius-hollister-llp-plan-004)

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