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 |
|---|---|---|---|---|
| THE JOSEPH GROUP LLC | Other Service Provider | $160,481 | — | $160,481 |
| HAMILTON CAPITAL LLC | Other Service Provider | $93,785 | — | $93,785 |
| FISHER INVESTMENTS | Recordkeeper | $92,572 | — | $92,572 |
| SCHWAB RETIREMENT PLAN SERVICES, IN | Recordkeeper | $81,342 | — | $81,342 |
| COOK STREET CONSULTING, INC | Recordkeeper | $41,772 | — | $41,772 |
| G2 CAPITAL MANAGEMENT LLC | Other Service Provider | $29,929 | — | $29,929 |
| ONEDIGITAL INVESTMENT ADVISORS | Recordkeeper | $27,687 | — | $27,687 |
| JOHNSON INVESTMENT COUNSEL INC | Other Service Provider | $24,941 | — | $24,941 |
| MORGAN STANLEY GLOBAL | Recordkeeper | $20,895 | — | $20,895 |
| MORGAN STANLEY CAPITAL MANAGE | Recordkeeper | $20,886 | — | $20,886 |
| COLUMBUS INVESTMENT ADVISORY I | Other Service Provider | $17,047 | — | $17,047 |
| CLARK SCHAEFER HACKETT AND CO | Other Service Provider | $15,000 | — | $15,000 |
| PDS PLANNING INC | Other Service Provider | $13,960 | — | $13,960 |
| QUADRANT CAPITAL GROUP LLC | Other Service Provider | $10,737 | — | $10,737 |
| RUNNYMEDE CAPITAL ADVISORS INC | Other Service Provider | $6,563 | — | $6,563 |
| NORTHWEST FINANCIAL SERVICES I | Other Service Provider | $6,152 | — | $6,152 |
| CHARLES SCHWAB & CO., INC. | Recordkeeper | $5,974 | — | $5,974 |
| FRAZIER FINANCIAL ADVISORS LLC | Investment Advisor | $5,266 | — | $5,266 |
| CAPITAL MGMT SERVICES INC | Other Service Provider | $5,197 | — | $5,197 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FISHER INVESTMENTS — Recordkeeper
- SCHWAB RETIREMENT PLAN SERVICES, IN — Recordkeeper
- COOK STREET CONSULTING, INC — Recordkeeper
- ONEDIGITAL INVESTMENT ADVISORS — Recordkeeper
- MORGAN STANLEY GLOBAL — Recordkeeper
- MORGAN STANLEY CAPITAL MANAGE — Recordkeeper
- CHARLES SCHWAB & CO., INC. — Recordkeeper
- FRAZIER FINANCIAL ADVISORS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $680,186
- Estimated Expense Ratio: 0.156% 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 |