Plan Snapshot
- Plan Sponsor: Vorys, Sater, Seymour And Pease LLP
- Sponsor EIN: 314333125
- Sponsor Address: 52 EAST GAY STREET, COLUMBUS, OH, 432161008
- Plan Type: DC
- Total Participants: 708
- Total Assets: $435.5M
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 | 708 | $435.5M | $10.4M | $10.5M |
| 2023 | 690 | $385.1M | $9.6M | $9.8M |
| 2022 | 681 | $324.8M | $8.3M | $8.8M |
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 |
|---|---|---|---|---|
| CLARK,SCHAEFER,HACKETT & CO | Auditor | $12,100 | — | $12,100 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,100
- Estimated Expense Ratio: 0.003% 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 | $676,588 | $580,346 | $2,900 | $12,100 | — |
| 2023 | $600,527 | $511,546 | $6,500 | — | — |
| 2022 | $562,691 | $478,224 | — | — | $6,500 |