# Union Savings Bank 401(k) Plan
Source: https://planprovider.pro/companies/union-savings-bank-401k-plan-002-3290

> Union Savings Bank's 401(k) plan: 523 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Union Savings Bank

- **Sponsor EIN:** 310473290

- **Sponsor Address:** 8805 GOVERNORS HILL DRIVE, CINCINNATI, OH, 45249

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

- **Total Participants:** 523

- **Total Assets:** $44.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|523|$44.5M|$682,193|$2.1M|

| 2023|563|$41.9M|$639,548|$2.2M|

| 2022|606|$39.9M|$645,219|$2.4M|

## 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|

| PENSION CORPORATION OF AMERICA|NONE|$46,866|$13,839|$60,705|

| PCA INVESTMENT ADVISORY SERVICES|NONE|$49,387|—|$49,387|

| CHARLES SCHWAB TRUST BANK|NONE|—|$12,924|$12,924|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PCA INVESTMENT ADVISORY SERVICES](https://planprovider.pro/provider/pca-investment-advisory-services-inc) — NONE

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [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:** $123,016

- **Estimated Expense Ratio:** 0.276% 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|$96,253|$49,387|—|—|—|

| 2023|$90,895|$42,776|—|—|—|

| 2022|$90,772|$42,307|$48,465|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/union-savings-bank-401k-plan-002-3290)

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