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 |
|---|---|---|---|---|
| CLARK, SCHAEFER, HACKETT & CO. | Auditor | $15,000 | — | $15,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,000
- Estimated Expense Ratio: 0.043% 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 |