# Sibcy Cline, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sibcy-cline-inc-401k-plan

> Sibcy Cline, INC.'s 401(k) plan: 159 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| UBS FINANCIAL SERVICES INC|SERVICE PROVIDER|$29,947|—|$29,947|

| BARNES DENNIG|SERVICE PROVIDER|$11,250|—|$11,250|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [UBS FINANCIAL SERVICES INC](https://planprovider.pro/provider/aspire-financial-services) — SERVICE PROVIDER

- [BARNES DENNIG](https://planprovider.pro/provider/barnes-dennig-and-co-ltd) — SERVICE PROVIDER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $41,197

- **Estimated Expense Ratio:** 0.115% 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|$69,377|—|$69,377|—|—|

| 2023|$61,547|—|$61,547|—|—|

| 2022|$59,999|—|—|—|$59,999|

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