Plan Snapshot
- Plan Sponsor: Cincinnati Financial Corporation
- Sponsor EIN: 310746871
- Sponsor Address: 6200 S. GILMORE RD, FAIRFIELD, OH, 45014
- Plan Type: 401(k)
- Total Participants: 5,564
- Total Assets: $1.3B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 5,564 | $1.3B | $28.6M | $54.0M |
| 2023 | 5,372 | $1.1B | $26.3M | $49.1M |
| 2022 | 5,113 | $892.6M | $24.2M | $46.0M |
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 | $311,459 | — | $311,459 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $286,767 | — | $286,767 |
| DELOITTE & TOUCHE LLP | AUDITOR | $53,000 | — | $53,000 |
| KEATING MUETHING & KLEKAMP PLL | ATTORNEY/LEGAL | $10,045 | — | $10,045 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- DELOITTE & TOUCHE LLP — AUDITOR
- KEATING MUETHING & KLEKAMP PLL — ATTORNEY/LEGAL
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $661,271
- Estimated Expense Ratio: 0.051% 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 | $634,301 | $286,767 | $9,000 | $53,000 | — |
| 2023 | $687,746 | $342,558 | $4,800 | $53,000 | — |
| 2022 | $525,640 | $307,168 | — | — | — |