Plan Snapshot
- Plan Sponsor: Civista Bancshares, INC.
- Sponsor EIN: 341558688
- Sponsor Address: 100 E WATER ST, SANDUSKY, OH, 448702524
- Plan Type: 401(k)
- Total Participants: 521
- Total Assets: $65.3M
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 | 521 | $65.3M | $2.6M | $3.5M |
| 2023 | 544 | $62.8M | $2.7M | $3.4M |
| 2022 | 536 | $47.1M | $2.3M | $2.9M |
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 |
|---|---|---|---|---|
| BENEFIT PLANS ADMIN SERVICES, INC. | NONE | $105,657 | — | $105,657 |
| PLANTE MORAN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $105,657
- Estimated Expense Ratio: 0.162% 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 | $105,658 | $79,052 | $24,961 | — | — |
| 2023 | $93,881 | $69,430 | $22,386 | — | — |
| 2022 | $92,321 | $70,002 | $20,499 | — | — |