# Toledo Clinic, INC. 401(k) Plan
Source: https://planprovider.pro/companies/toledo-clinic-inc-340936207-502

> Toledo Clinic, INC.'s 401(k) plan: 1,198 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Toledo Clinic, INC.

- **Sponsor EIN:** 340936207

- **Sponsor Address:** 4235 SECOR ROAD, TOLEDO, OH, 43623

- **Plan Type:** 401(k)

- **Plan Number:** 502

- **Total Participants:** 1,198

- **Total Assets:** $4.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,198|$4.1M|$7.8M|$2.8M|

| 2023|1,236|$4.6M|$6.4M|$2.9M|

| 2022|1,120|$6.8M|$6.3M|$2.7M|

## 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|

| MEDICAL MUTUAL SERVICES|Other Service Provider|$348,438|—|$348,438|

| HUNTINGTON INSURANCE|Other Service Provider|$165,670|—|$165,670|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $514,108

- **Estimated Expense Ratio:** 12.577% 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|$514,108|—|$450,245|—|—|

| 2023|$478,467|—|$434,081|—|—|

| 2022|$412,382|—|—|—|—|

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