Plan Snapshot
- Plan Sponsor: Cincinnati Bell INC.
- Sponsor EIN: 311056105
- Sponsor Address: 221 EAST 4TH ST., CINCINNATI, OH, 452024124
- Plan Type: 401(k)
- Total Participants: 1,480
- Total Assets: $506.2M
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 | 1,480 | $506.2M | $11.5M | $27.2M |
| 2023 | 2,775 | $677.0M | $11.9M | $28.0M |
| 2022 | 2,798 | $565.8M | $10.7M | $25.3M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $262,679 | — | $262,679 |
| CLARK, SCHAEFER, HACKETT & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $262,679
- Estimated Expense Ratio: 0.052% 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 | $262,679 | — | — | — | — |
| 2023 | $291,593 | — | — | — | — |
| 2022 | $339,430 | — | — | — | — |