# The Western And Southern Life Insurance Company 401(k) Plan
Source: https://planprovider.pro/companies/the-western-and-southern-life-insurance-company-310487145-509

> The Western And Southern Life Insurance Company's 401(k) plan: 3,285 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Western And Southern Life Insurance Company

- **Sponsor EIN:** 310487145

- **Sponsor Address:** 400 BROADWAY, CINCINNATI, OH, 45202

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

- **Plan Number:** 509

- **Total Participants:** 3,285

- **Total Assets:** $7.0M

## 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|3,285|$7.0M|$33.2M|$6.0M|

| 2023|3,230|$8.9M|$37.3M|$5.9M|

| 2022|3,181|$8.5M|$40.5M|$5.7M|

## 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|

| CLARK SCHAEFER HACKETT|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$4,177|—|—|—|—|

| 2023|$4,071|—|—|—|—|

| 2022|$3,075|—|—|—|—|

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