Plan Snapshot
- Plan Sponsor: Toledo Clinic, INC.
- Sponsor EIN: 340936207
- Sponsor Address: 4235 SECOR ROAD, TOLEDO, OH, 43623
- Plan Type: DC
- Total Participants: 1,520
- Total Assets: $261.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,520 | $261.0M | $7.4M | $7.2M |
| 2023 | 1,528 | $224.0M | $7.1M | $7.2M |
| 2022 | 1,495 | $188.7M | $6.9M | $6.7M |
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 |
|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | NONE | $141,371 | — | $141,371 |
| KOVITZ INVESTMENT GROUP PARTNERS | NONE | $63,892 | — | $63,892 |
| PREMIER BANK | NONE | $51,443 | — | $51,443 |
| RAYMOND JAMES | NONE | $35,044 | — | $35,044 |
| TDC INVESTMENET ADVISORY SERVICES | NONE | $28,125 | — | $28,125 |
| ONEAMERICA INV ADVISORY SERVICES LL | NONE | $25,000 | — | $25,000 |
| LPL FINANCIAL | NONE | $22,336 | — | $22,336 |
| BOLLIN WEALTH MANAGEMENT | NONE | $13,992 | — | $13,992 |
| WEALTH ADVISORS GROUP | NONE | $7,775 | — | $7,775 |
| OLIVE TREE ASSET MANAGEMENT | NONE | $6,440 | — | $6,440 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $395,418
- Estimated Expense Ratio: 0.151% 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 | $420,199 | $270,639 | — | — | — |
| 2023 | $320,974 | $162,939 | — | — | — |
| 2022 | $363,601 | $207,859 | — | — | $155,742 |