Plan Snapshot
- Plan Sponsor: Vorys, Sater, Seymour And Pease LLP
- Sponsor EIN: 314333125
- Sponsor Address: 52 EAST GAY STREET, COLUMBUS, OH, 43215
- Plan Type: DB
- Total Participants: 189
- Total Assets: $34.5M
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 | 189 | $34.5M | $8.0M | $0 |
| 2023 | 191 | $43.8M | $9.0M | $0 |
| 2022 | 181 | $35.0M | $7.8M | $0 |
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 |
|---|---|---|---|---|
| USI CONSULTING GROUP | Other Service Provider | $94,978 | — | $94,978 |
| MORGAN STANLEY | Recordkeeper | $33,765 | — | $33,765 |
| CLARK, SCHAEFER, HACKETT, & CO. | Other Service Provider | $15,000 | — | $15,000 |
| SCHWAB RETIREMENT PLAN SERVICES | Recordkeeper | $14,322 | — | $14,322 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — Recordkeeper
- SCHWAB RETIREMENT PLAN SERVICES — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $158,065
- Estimated Expense Ratio: 0.457% 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 | $178,871 | $33,765 | — | $15,000 | — |
| 2023 | $203,819 | $32,782 | — | $6,300 | — |
| 2022 | $145,314 | $31,827 | $11,039 | — | $86,520 |