# The Christian Benevolent Association Of Greater Cincinnati 403(b) Plan
Source: https://planprovider.pro/companies/the-christian-benevolent-association-of-greater-cincinnati-403b-plan

> The Christian Benevolent Association Of Greater Cincinnati's 403(b) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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](https://planprovider.pro/provider/nationwide) — RECORD KEEPER

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-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|—|—|

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