Plan Snapshot
- Plan Sponsor: Constellation Insurance, INC
- Sponsor EIN: 310397080
- Sponsor Address: 1 FINANCIAL WAY, CINCINNATI, OH, 45242
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $70,597
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 0 | $70,597 | $0 | $0 |
| 2023 | 0 | $6.9M | $0 | $0 |
| 2022 | 282 | $14.8M | $213,723 | $679,875 |
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 |
|---|---|---|---|---|
| SCHULTE & UHRIG, CPAS INC | Auditor | — | — | $0 |
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 | $4,999 | $103 | — | — | — |
| 2023 | $11,302 | $508 | — | — | — |
| 2022 | $30,306 | $1,178 | — | — | — |