Plan Snapshot
- Plan Sponsor: The Seven Hills School
- Sponsor EIN: 310536666
- Sponsor Address: 5400 RED BANK ROAD, CINCINNATI, OH, 452271122
- Plan Type: 403(b)
- Total Participants: 218
- Total Assets: $64.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 218 | $64.9M | $909,544 | $1.1M |
| 2023 | 203 | $59.6M | $855,818 | $1.1M |
| 2022 | 194 | $53.0M | $789,251 | $1.0M |
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 |
|---|---|---|---|---|
| MELLOTT & MELLOTT, PLL | Auditor | $12,850 | — | $12,850 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,850
- Estimated Expense Ratio: 0.020% 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 | $50,806 | — | $29,324 | $12,850 | — |
| 2023 | $39,977 | $3,600 | $24,177 | $12,200 | — |
| 2022 | $753 | — | — | — | $753 |