# Vorys, Sater, Seymour And Pease LLP DC Plan
Source: https://planprovider.pro/companies/vorys-sater-seymour-and-pease-llp-plan-002

> Vorys, Sater, Seymour And Pease LLP's DC plan: 708 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|NONE|$160,481|—|$160,481|

| HAMILTON CAPITAL LLC|NONE|$93,785|—|$93,785|

| FISHER INVESTMENTS|NONE|$92,572|—|$92,572|

| SCHWAB RETIREMENT PLAN SERVICES, IN|NONE|$81,342|—|$81,342|

| COOK STREET CONSULTING, INC|NONE|$41,772|—|$41,772|

| G2 CAPITAL MANAGEMENT LLC|NONE|$29,929|—|$29,929|

| ONEDIGITAL INVESTMENT ADVISORS|NONE|$27,687|—|$27,687|

| JOHNSON INVESTMENT COUNSEL INC|NONE|$24,941|—|$24,941|

| MORGAN STANLEY GLOBAL|NONE|$20,895|—|$20,895|

| MORGAN STANLEY CAPITAL MANAGE|NONE|$20,886|—|$20,886|

| COLUMBUS INVESTMENT ADVISORY I|NONE|$17,047|—|$17,047|

| CLARK SCHAEFER HACKETT AND CO|NONE|$15,000|—|$15,000|

| PDS PLANNING INC|NONE|$13,960|—|$13,960|

| QUADRANT CAPITAL GROUP LLC|NONE|$10,737|—|$10,737|

| RUNNYMEDE CAPITAL ADVISORS INC|NONE|$6,563|—|$6,563|

| NORTHWEST FINANCIAL SERVICES I|NONE|$6,152|—|$6,152|

| CHARLES SCHWAB & CO., INC.|NONE|$5,974|—|$5,974|

| FRAZIER FINANCIAL ADVISORS LLC|NONE|$5,266|—|$5,266|

| CAPITAL MGMT SERVICES INC|NONE|$5,197|—|$5,197|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FISHER INVESTMENTS](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [SCHWAB RETIREMENT PLAN SERVICES, IN](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [COOK STREET CONSULTING, INC](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [ONEDIGITAL INVESTMENT ADVISORS](https://planprovider.pro/provider/epic-retirement-plan-services) — NONE

- [MORGAN STANLEY GLOBAL](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [MORGAN STANLEY CAPITAL MANAGE](https://planprovider.pro/provider/morgan-stanley) — NONE

- [CHARLES SCHWAB & CO., INC.](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [FRAZIER FINANCIAL ADVISORS LLC](https://planprovider.pro/provider/frazier-financial-advisors-llc) — NONE

## 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|

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