Plan Snapshot
- Plan Sponsor: The Cecilian Bank
- Sponsor EIN: 610153205
- Sponsor Address: 1808 NORTH DIXIE HWY, ELIZABETHTOWN, KY, 42701
- Plan Type: 401(k)
- Total Participants: 227
- Total Assets: $21.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 227 | $21.8M | $705,542 | $811,333 |
| 2023 | 219 | $18.6M | $654,575 | $731,611 |
| 2022 | 219 | $15.7M | $612,982 | $675,759 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS — 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 | $42,589 | — | $42,389 | — | — |
| 2023 | $36,903 | — | $36,703 | — | — |
| 2022 | $39,398 | — | — | — | — |