Plan Snapshot
- Plan Sponsor: Butler County Community Health Consortium, INC.
- Sponsor EIN: 311694200
- Sponsor Address: 300 HIGH STREET 4TH FLOOR, HAMILTON, OH, 45011
- Plan Type: 401(k)
- Total Participants: 290
- Total Assets: $8.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 290 | $8.5M | $829,237 | $851,554 |
| 2023 | 270 | $7.1M | $548,074 | $783,656 |
| 2022 | 189 | $5.8M | $400,433 | $684,405 |
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 |
|---|---|---|---|---|
| BARNES DENNIG AND CO, LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARNES DENNIG AND CO, LTD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $53,473 | $19,027 | — | — | — |
| 2023 | $44,380 | $15,831 | — | — | — |
| 2022 | $39,148 | $14,912 | $24,236 | — | — |