Plan Snapshot
- Plan Sponsor: Cincinnati Incorporated
- Sponsor EIN: 310241180
- Sponsor Address: 7420 KILBY ROAD, HARRISON, OH, 45030
- Plan Type: 401(k)
- Total Participants: 393
- Total Assets: $58.9M
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 | 393 | $58.9M | $1.5M | $3.3M |
| 2023 | 405 | $53.1M | $1.4M | $3.0M |
| 2022 | 379 | $44.4M | $1.3M | $2.8M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $25,760 | — | $25,760 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $5,825 | — | $5,825 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,585
- Estimated Expense Ratio: 0.054% 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 | $31,585 | $25,760 | $300 | — | — |
| 2023 | $32,985 | $27,647 | — | — | — |
| 2022 | $34,409 | $30,925 | — | — | — |