# The North Side Bank & Trust Co. 401(k) Plan
Source: https://planprovider.pro/companies/the-north-side-bank-trust-co-401k-plan

> The North Side Bank & Trust Co.'s 401(k) plan: 112 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The North Side Bank & Trust Co.

- **Sponsor EIN:** 310393100

- **Sponsor Address:** 4125 HAMILTON AVENUE, CINCINNATI, OH, 452232246

- **Plan Type:** 401(k)

- **Total Participants:** 112

- **Total Assets:** $18.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|112|$18.4M|$447,761|$401,137|

| 2023|109|$17.9M|$450,000|$453,835|

| 2022|106|$14.8M|$450,000|$414,419|

## 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|

| SOUDERS FINANCIAL ADVISORS LLC|INVESTMENT ADVISOR|$27,072|—|$27,072|

| BARNES, DENNIG & CO., LTD|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BARNES, DENNIG & CO., LTD](https://planprovider.pro/provider/barnes-dennig-and-co-ltd) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $27,072

- **Estimated Expense Ratio:** 0.147% 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|$59,973|$27,431|$2,314|—|—|

| 2023|$47,066|$22,241|—|—|—|

| 2022|$34,992|$16,101|$18,242|—|—|

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