Plan Snapshot
- Plan Sponsor: Childrens Home Of Northern Kentucky, INC.
- Sponsor EIN: 237068704
- Sponsor Address: 200 HOME RD, COVINGTON, KY, 41011
- Plan Type: 401(k)
- Total Participants: 152
- Total Assets: $2.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 152 | $2.8M | $187,054 | $281,058 |
| 2023 | 132 | $2.2M | $161,303 | $240,482 |
| 2022 | 107 | $1.7M | $100,128 | $232,070 |
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 & COMPANY, LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARNES DENNIG & COMPANY, 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 | $3,949 | $785 | $3,164 | — | — |
| 2023 | $11,282 | — | $11,282 | — | — |
| 2022 | $12,087 | — | $12,087 | — | — |