Plan Snapshot
- Plan Sponsor: The Christian Benevolent Association Of Greater Cincinnati
- Sponsor EIN: 310675610
- Sponsor Address: 8097 HAMILTON AVE, CINCINNATI, OH, 452312321
- Plan Type: 403(b)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 0 | $0 | $198,999 | $376,585 |
| 2023 | 381 | $6.3M | $384,518 | $671,167 |
| 2022 | 409 | $4.9M | $172,684 | $581,970 |
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 |
|---|---|---|---|---|
| NATIONWIDE | RECORD KEEPER | $120,672 | — | $120,672 |
| SECURITIES AMERICA, INC. | INVESTMENT | — | $95,884 | $95,884 |
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — RECORD KEEPER
- PLANTE & MORAN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $216,556
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 | $9,669 | — | $9,669 | — | — |
| 2023 | $82,591 | — | $82,591 | — | — |
| 2022 | $76,179 | — | $76,179 | — | — |