# Toledo Clinic, INC. DC Plan
Source: https://planprovider.pro/companies/toledo-clinic-inc-plan-002

> Toledo Clinic, INC.'s DC plan: 1,520 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:** 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](https://planprovider.pro/provider/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|

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