Plan Snapshot
- Plan Sponsor: University Otolaryngologists, INC.
- Sponsor EIN: 310682633
- Sponsor Address: 1810 MACKENZIE DRIVE, COLUMBUS, OH, 43220
- Plan Type: 401(k)
- Total Participants: 187
- Total Assets: $65.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 187 | $65.4M | $1.8M | $1.4M |
| 2023 | 185 | $56.5M | $1.7M | $1.4M |
| 2022 | 193 | $48.7M | $1.8M | $1.3M |
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 |
|---|---|---|---|---|
| GBQ PARTNERS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GBQ PARTNERS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $204,161 | $204,161 | — | — | — |
| 2023 | $185,515 | $185,515 | — | — | — |
| 2022 | $173,189 | $173,189 | — | — | — |