Plan Ledger DOL Form 5500 · updated monthly

Cincinnati-Hamilton County Community Action Agency403(b)

CINCINNATI HAMILTON COUNTY COMMUNITY ACTION AGENCY 403(B) TAX DEFERRED PLAN · CINCINNATI, OH · plan year 2024

Reported admin expense ratio · 2024
0.80%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Cincinnati-Hamilton County Community Action Agency reported $64,789 in plan administrative expenses for 2024: 0.80% of average plan assets, above the peer median. Employer contributions averaged $2,054 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.57% to 0.80%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Ohio (2,108th of 3,295), and 6,125th of 11,911 in health care & social assistance. In 2024, employees put in $2.18 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,809,183
Participants with balances323
Active participants203
Employer contributions$416,926
Employee contributions$908,297
Employer contribution per active participant$2,054
Average account balance$27,273
Benefits paid to participants$912,831
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.8M · 323 accts · $417K emplr
2023$7.4M · 245 accts · $335K emplr
2022$6.6M · 242 accts · $285K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$50,132
Investment management$14,657
Total administrative$64,789
Employer contributions to the Cincinnati-Hamilton County Community Action Agency plan · 2024
Employer contribution per active participant$2,054
Median for plans this size$1,313
2024$2,054 per active participant
2023$1,445 per active participant
2022$1,271 per active participant

Cincinnati-Hamilton County Community Action Agency's 2024 employer contribution ran above the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$43,574
GLOBAL RETIREMENT PARTNERS · Recordkeeping · Trustee$14,657

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024GLOBAL RETIREMENT PARTNERS, The Standard
2023The Standard

This plan has changed recordkeepers within these filings. If you left Cincinnati-Hamilton County Community Action Agency before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$64,789 · 0.80%
2023$43,509 · 0.62%
2022$41,598 · 0.57%
Same employer
Similar plansHealth Care & Social Assistance · Ohio
One Health Ohio OH$9.2M · 0.67%
Maryhaven Inc. OH$8.9M · 0.89%
The McGregor Foundation OH$8.2M · 0.88%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 316053035 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.