# Talbert House 403(b) Plan
Source: https://planprovider.pro/companies/talbert-house-plan-008

> Talbert House's 403(b) plan: 815 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Talbert House

- **Sponsor EIN:** 310713350

- **Sponsor Address:** 2600 VICTORY PARKWAY, CINCINNATI, OH, 45206

- **Plan Type:** 403(b)

- **Total Participants:** 815

- **Total Assets:** $31.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|815|$31.4M|$1.1M|$2.5M|

| 2023|862|$28.4M|$1.1M|$2.3M|

| 2022|884|$24.1M|$898,325|$2.2M|

## 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|

| BLUE & CO., LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BLUE & CO., LLC](https://planprovider.pro/provider/blue-and-co-llc) — 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|$168,089|$128,288|—|—|—|

| 2023|$169,322|$115,350|—|$4,268|—|

| 2022|$170,064|—|$170,064|—|—|

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