# Cincinnati Incorporated 401(k) Plan
Source: https://planprovider.pro/companies/cincinnati-incorporated-401k-plan

> Cincinnati Incorporated's 401(k) plan: 393 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/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|—|—|—|

## Similar Plans

- [National Machinery LLC](https://planprovider.pro/companies/national-machinery-llc-401k-plan) — 409 participants

- [Butech, INC.](https://planprovider.pro/companies/butech-inc-401k-plan) — 311 participants

- [Drt Holdings, LLC](https://planprovider.pro/companies/drt-holdings-llc-401k-plan) — 526 participants

- [Dayton Progress Corporation](https://planprovider.pro/companies/dayton-progress-corporation-401k-plan) — 529 participants

- [Makino, INC.](https://planprovider.pro/companies/makino-inc-401k-plan) — 538 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cincinnati-incorporated-401k-plan)

© 2026 PlanProvider.Pro