Plan Snapshot
- Plan Sponsor: Cincinnati Country Day School
- Sponsor EIN: 310536970
- Sponsor Address: 6905 GIVEN ROAD, CINCINNATI, OH, 452432898
- Plan Type: 403(b)
- Total Participants: 241
- Total Assets: $24.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 241 | $24.3M | $413,428 | $0 |
| 2023 | 251 | $22.5M | $308,842 | $0 |
| 2022 | 234 | $20.6M | $152,416 | $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 |
|---|---|---|---|---|
| MELLOTT & MELLOTT, PLL | Auditor | — | — | $0 |
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 | $150 | — | $150 | — | — |
| 2023 | $125 | — | $125 | — | — |
| 2022 | $100 | — | — | — | — |