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Original filing (PDF)20251015123719NAL0004863857001
DINSMORE & SHOHL LLP
Form 5500
FILING_RECEIVED
DINSMORE & SHOHL LLP CASH BALANCE PLAN
Defined-benefit pension plan
Signals · 1
100% in single holding
Active participants
225
Accounts w/ balance
—
Plan assets (EOY)
$23.7M
Net assets (EOY)
$23.7M
How this plan invests
This plan
1 pooled trust
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "FIAM Group Trust 30/70 Pool Class B" is 100% of plan.
- 50 bps in Schedule C fees — 71% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DINSMORE & SHOHL LLP.
Plan sponsor
Name
DINSMORE & SHOHL LLP
EIN
31-0263070
Address
255 E. FIFTH STREET, SUITE 1900 · CINCINNATI, OH · 45202
Phone
(513) 977-8200
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1C · Cash balance or similar hybrid DB
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
CLARK, SCHAEFER & HACKETT & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $90K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIFTH THIRD BANK | — | CINCINNATI, OH | TRUSTEE | $3K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OCTOBER THREE CONSULTING LLC | 27-1175487 | — | ACTUARY | $26K | — |
Investments
1 direct security · 1 pooled fund· $23.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$23.7M
1 holding
Uncategorized
$9K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIAM GROUP TRUST 30/70 COMM POOL FIDELITY INST ASSET MGMT TRUST CO · EIN 20-4659714 / PN 137 | Common Collective Trust | — | $22.9M | $23.7M | 100.0% | |
| Fidelity Government Money Market | — | — | $9K | $9K | <0.1% |