Plan Snapshot
- Plan Sponsor: Belting Company Of Cincinnati, INC.
- Sponsor EIN: 310577041
- Sponsor Address: 5500 RIDGE AVE, CINCINNATI, OH, 45213
- Plan Type: 401(k)
- Total Participants: 277
- Total Assets: $69.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 277 | $69.1M | $800,573 | $2.8M |
| 2023 | 287 | $62.5M | $740,229 | $2.7M |
| 2022 | 266 | $49.1M | $677,797 | $2.4M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $62,205 | — | $62,205 |
| UBS FINANCIAL SERVICES INC | INVESTMENT ADVISOR | $25,700 | — | $25,700 |
| BARNES, DENNIG AND CO. LTD | AUDITOR | $11,875 | — | $11,875 |
| BARNES DENNIG | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARNES DENNIG — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $99,780
- Estimated Expense Ratio: 0.144% 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 | $65,252 | — | — | — | — |
| 2023 | $58,580 | $27,590 | — | $11,000 | — |
| 2022 | $59,219 | $28,238 | $16,981 | — | $14,000 |