Plan Snapshot
- Plan Sponsor: Sibcy Cline, INC.
- Sponsor EIN: 310592571
- Sponsor Address: 8044 MONTGOMERY ROAD, CINCINNATI, OH, 45236
- Plan Type: 401(k)
- Total Participants: 159
- Total Assets: $35.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 159 | $35.7M | $384,154 | $887,491 |
| 2023 | 149 | $32.9M | $365,260 | $880,248 |
| 2022 | 166 | $36.0M | $399,683 | $938,839 |
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. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARNES DENNIG & CO. — 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 | $69,377 | — | $69,377 | — | — |
| 2023 | $61,547 | — | $61,547 | — | — |
| 2022 | $59,999 | — | — | — | $59,999 |