Plan Snapshot
- Plan Sponsor: Cincinnati Usa Regional Chamber
- Sponsor EIN: 310239310
- Sponsor Address: 3 EAST FOURTH STREET, SUITE 200, CINCINNATI, OH, 45202
- Plan Type: 401(k)
- Total Participants: 71
- Total Assets: $13.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 71 | $13.0M | $360,175 | $685,954 |
| 2023 | 68 | $11.4M | $284,489 | $615,848 |
| 2022 | 63 | $9.4M | $250,429 | $546,888 |
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 | 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 | $66,630 | $40,041 | — | — | — |
| 2023 | $54,398 | $30,348 | — | — | — |
| 2022 | $46,734 | — | $46,734 | — | — |