Plan Snapshot
- Plan Sponsor: Franklin County Historical Society Dba Cosi
- Sponsor EIN: 314383802
- Sponsor Address: 333 WEST BROAD STREET, COLUMBUS, OH, 43215
- Plan Type: 401(k)
- Total Participants: 172
- Total Assets: $11.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 172 | $11.8M | $589,164 | $534,324 |
| 2023 | 163 | $9.7M | $384,440 | $383,964 |
| 2022 | 80 | $7.7M | $167,319 | $297,266 |
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 |
|---|---|---|---|---|
| NATIONWIDE INSURANCE | TRUST RECORDKEEPER | $22,652 | — | $22,652 |
| REA & ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE INSURANCE — TRUST RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,652
- Estimated Expense Ratio: 0.191% 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 | $22,652 | — | — | — | — |
| 2023 | $23,739 | — | — | — | — |
| 2022 | $20,672 | — | $20,672 | — | — |