# The Citizens National Bank Of Bluffton DC Plan
Source: https://planprovider.pro/companies/the-citizens-national-bank-of-bluff-on-plan

> The Citizens National Bank Of Bluffton's DC plan: 117 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Citizens National Bank Of Bluffton

- **Sponsor EIN:** 344205025

- **Sponsor Address:** 102 S. MAIN STREET, BLUFFTON, OH, 45817

- **Plan Type:** DC

- **Total Participants:** 117

- **Total Assets:** $26.5M

## 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|117|$26.5M|$847,284|$0|

| 2023|125|$30.2M|$924,156|$0|

| 2022|124|$31.0M|$1.1M|$0|

## 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, LLP|Auditor|$20,775|—|$20,775|

### Verified Provider Profiles

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

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $20,775

- **Estimated Expense Ratio:** 0.079% 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|$38,307|—|$12,832|$20,775|—|

| 2023|$37,590|—|$12,276|$20,614|—|

| 2022|$41,721|—|$11,810|—|$25,711|

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