Plan Snapshot
- Plan Sponsor: Cincinnati Nature Center
- Sponsor EIN: 316057978
- Sponsor Address: 4949 TEALTOWN ROAD, MILFORD, OH, 45150
- Plan Type: 403(b)
- Total Participants: 79
- Total Assets: $8.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 79 | $8.9M | $0 | $0 |
| 2024 | 70 | $7.9M | $0 | $0 |
| 2023 | 59 | $6.5M | $0 | $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 |
|---|---|---|---|---|
| CLARK, SCHAEFER, HACKETT & CO. | Auditor | $1,192 | — | $1,192 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,192
- Estimated Expense Ratio: 0.013% 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 |
|---|---|---|---|---|---|
| 2025 | $6,870 | — | $5,678 | $1,192 | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |