Plan Snapshot
- Plan Sponsor: Trihealth, INC.
- Sponsor EIN: 311438846
- Sponsor Address: 625 EDEN PARK DRIVE, CINCINNATI, OH, 45202
- Plan Type: 401(k)
- Total Participants: 12,897
- Total Assets: $1.4B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 12,897 | $1.4B | $52.9M | $78.2M |
| 2023 | 12,308 | $1.2B | $49.7M | $75.9M |
| 2022 | 11,706 | $905.3M | $45.9M | $69.7M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Other Service Provider | $1,544,254 | — | $1,544,254 |
| NEPC LLC | Recordkeeper | $75,346 | — | $75,346 |
| TEMPO HOLDING COMPANY LLC DBA ALIGH | Recordkeeper | $40,339 | — | $40,339 |
| ERNST & YOUNG LLP | Auditor | $25,000 | — | $25,000 |
| VESTIA ADVISORS LLC | Investment Advisor | $8,456 | — | $8,456 |
| ENVESTNET ASSET MANAGEMENT LLC | Other Service Provider | $5,273 | — | $5,273 |
| TOTAL WEALTH PLANNING LLC | Other Service Provider | $5,090 | — | $5,090 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NEPC LLC — Recordkeeper
- TEMPO HOLDING COMPANY LLC DBA ALIGH — Recordkeeper
- ERNST & YOUNG LLP — Auditor
- VESTIA ADVISORS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,703,758
- Estimated Expense Ratio: 0.123% 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 | $1,688,788 | $118,634 | — | $25,000 | — |
| 2023 | $1,512,843 | $143,400 | — | $25,000 | — |
| 2022 | $1,369,079 | $155,959 | — | — | $3,300 |