Plan Ledger DOL Form 5500 · updated monthly

The Christian Benevolent Association of Greater Cincinnati403(b)

THE CHRISTIAN BENEVOLENT 403B RETIREMENT PROGRAM · CINCINNATI, OH · plan year 2023

Reported admin expense ratio · 2023
1.47%

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

The Christian Benevolent Association of Greater Cincinnati reported $82,591 in plan administrative expenses for 2023: 1.47% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,009 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 has held roughly steady near 1.47%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Ohio (2,389th of 3,295), and 2,111th of 3,341 in other services. In 2023, employees put in $1.75 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,257,309
Participants with balances410
Active participants381
Employer contributions$384,518
Employee contributions$671,167
Employer contribution per active participant$1,009
Average account balance$15,262
Benefits paid to participants$455,737
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $199K emplr
2023$6.3M · 410 accts · $385K emplr
2022$4.9M · 350 accts · $173K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$82,591
Total administrative$82,591
Employer contributions to the The Christian Benevolent Association of Greater Cincinnati plan · 2023
Employer contribution per active participant$1,009
Median for plans this size$1,308
2023$1,009 per active participant
2022$422 per active participant

The Christian Benevolent Association of Greater Cincinnati's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
NATIONWIDE · Recordkeeping$60,336
EDWARD D.A. SOMMER · Investment advisory (plan) · Investment management$2,226
SECURITIES AMERICA, INC. · Investment advisory (plan)indirect comp

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

Recordkeeper by year2
2024Nationwide
2023Nationwide

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024Not separately reported
2023$82,591 · 1.47%
2022$76,179 · 1.41%
Same employer
Similar plansOther Services · Ohio
Sourcepoint OH$6.4M · 0.47%
Rlo Inc OH$6.2M · 0.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 310675610 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.