Plan Snapshot
- Plan Sponsor: Vorys,Sater,Seymour And Pease LLP
- Sponsor EIN: 314333125
- Sponsor Address: 52 EAST GAY STREET, COLUMBUS, OH, 432161008
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 697
- Total Assets: $2.5M
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 | 697 | $2.5M | $5.7M | $5.4M |
| 2023 | 676 | $2.9M | $4.6M | $4.7M |
| 2022 | 529 | $3.9M | $4.7M | $4.3M |
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 |
|---|---|---|---|---|
| UNITED HEALTHCARE SERVICES, INC. | Other Service Provider | $334,924 | — | $334,924 |
| DELTA DENTAL OF OHIO | Other Service Provider | $28,684 | $12,925 | $41,609 |
| MERCER HEALTH & BENEFITS, LLC | Other Service Provider | $33,369 | — | $33,369 |
| CLARK SCHAEFER HACKETT | Auditor | $21,000 | — | $21,000 |
| PNC BANK | Custodian / Trustee | $12,150 | — | $12,150 |
| ISOLVED BENEFIT SERVICES | Other Service Provider | $7,882 | — | $7,882 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $450,934
- Estimated Expense Ratio: 18.291% 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 | $551,292 | — | $398,458 | $21,000 | — |
| 2023 | $613,081 | — | $578,687 | $5,750 | — |
| 2022 | $126,751 | — | $10,698 | — | $110,553 |