Plan Snapshot
- Plan Sponsor: Citizens Bancorp Investment, INC.
- Sponsor EIN: 620123135
- Sponsor Address: 400 HIGHWAY 52 BYPASS WEST, LAFAYETTE, TN, 37083
- Plan Type: DC
- Total Participants: 281
- Total Assets: $21.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 281 | $21.7M | $511,425 | $1.0M |
| 2023 | 283 | $20.7M | $510,070 | $1.0M |
| 2022 | 271 | $17.8M | $496,256 | $979,883 |
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 |
|---|---|---|---|---|
| RUBINBROWN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUBINBROWN, LLP — Auditor
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 | $30,893 | — | — | — | — |
| 2023 | $27,893 | — | — | — | — |
| 2022 | $32,762 | — | — | — | — |