Plan Snapshot
- Plan Sponsor: The Children'S Home Of Cincinnati
- Sponsor EIN: 310536969
- Sponsor Address: 5050 MADISON ROAD, CINCINNATI, OH, 452271491
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 637
- Total Assets: $30.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 637 | $30.9M | $1.1M | $1.6M |
| 2023 | 656 | $27.3M | $1.1M | $1.4M |
| 2022 | 635 | $19.7M | $885,401 | $1.3M |
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 |
|---|---|---|---|---|
| HORAN SECURITIES, INC. | Other Service Provider | $50,222 | — | $50,222 |
| TEACHERS INSURANCE & ANNUITY ASSOC. | Recordkeeper | $25,626 | — | $25,626 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $75,848
- Estimated Expense Ratio: 0.245% 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 | $62,259 | — | $62,259 | — | — |
| 2023 | $9,250 | — | $9,250 | — | — |
| 2022 | $22,489 | — | $22,489 | — | — |