Plan Snapshot
- Plan Sponsor: The Resident Home Corporation Dba Envision Ohio
- Sponsor EIN: 316050398
- Sponsor Address: 3030 W. FORK ROAD, CINCINNATI, OH, 45211
- Plan Type: 401(k)
- Total Participants: 199
- Total Assets: $3.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 199 | $3.9M | $36,939 | $266,607 |
| 2023 | 181 | $4.0M | $40,725 | $222,380 |
| 2022 | 182 | $3.4M | $36,583 | $183,702 |
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 — 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 | $23,232 | $1,523 | — | — | — |
| 2023 | $23,179 | $1,216 | — | — | — |
| 2022 | $24,265 | $265 | — | — | — |