Council On Aging Of Southwestern Ohio, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Council On Aging Of Southwestern Ohio, INC.
  • Sponsor EIN: 310807186
  • Sponsor Address: 4601 MALSBARY ROAD, BLUE ASH, OH, 45242
  • Plan Type: DC
  • Plan Number: 001
  • Total Participants: 285
  • Total Assets: $18.8M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023285$18.8M$1.2M$0
2022252$14.7M$1.0M$0

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