# Franklin County Historical Society Dba Cosi 401(k) Plan
Source: https://planprovider.pro/companies/franklin-county-historical-society-dba-cosi-401k-plan

> Franklin County Historical Society Dba Cosi's 401(k) plan: 172 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/nationwide-mutual-insurance-company) — 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|—|—|

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