Plan Snapshot
- Plan Sponsor: Clovernook Center For The Blind And Visually Impaired
- Sponsor EIN: 310584310
- Sponsor Address: 7000 HAMILTON AVE, CINCINNATI, OH, 452315240
- Plan Type: 401(k)
- Total Participants: 89
- Total Assets: $7.5M
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 | 89 | $7.5M | $96,223 | $290,826 |
| 2023 | 98 | $6.6M | $99,171 | $272,953 |
| 2022 | 89 | $6.1M | $91,388 | $244,985 |
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 |
|---|---|---|---|---|
| BARNES DENNIG & CO., INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARNES DENNIG & CO., INC. — 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 | $20,646 | — | $4,138 | — | — |
| 2023 | $18,028 | — | $3,792 | — | — |
| 2022 | $29,005 | — | $19,005 | — | $10,000 |