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Original filing (PDF)20250821102436NAL0007088512001
CINCINNATI BENGALS, INC.
Form 5500
FILING_RECEIVED
CBI RETIREMENT PLAN
401(k) retirement plan
Active participants
132
Accounts w/ balance
156
Plan assets (EOY)
$51.0M
Net assets (EOY)
$51.0M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (0 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CINCINNATI BENGALS, INC..
Plan sponsor
Name
CINCINNATI BENGALS, INC.
EIN
31-0995705
Address
1 PAYCOR STADIUM · CINCINNATI, OH · 45202
Phone
(513) 621-3550
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
011
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-21
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLARK, SCHAEFER, HACKETT & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $225 | — |
Investments
27 direct securities · 1 pooled fund· $51.0M(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.
Uncategorized
$49.2M
27 holdings
Common Collective Trust
$1.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Dividend Growth Fund Mutual Fund | — | — | — | $8.2M | 16.1% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $6.3M | 12.4% | |
| American Century Investments One Choice 2050 Mutual Fund | — | — | — | $4.5M | 8.8% | |
| Fidelity Puritan Fund Mutual Fund | — | — | — | $3.6M | 7.1% | |
| T. Rowe Price Blue Chip Growth Fund Mutual Fund | — | — | — | $3.1M | 6.1% | |
| American Century Investments One Choice 2045 Mutual Fund | — | — | — | $3.0M | 5.8% | |
| American Century Investments One Choice 2055 Mutual Fund | — | — | — | $2.6M | 5.2% | |
| American Century Mid Cap Value Mutual Fund | — | — | — | $2.5M | 4.9% | |
| PIMCO STABLE INC 1 SEI TRUST COMPANY · EIN 45-4367155 / PN 036 | Common Collective Trust | — | — | $1.7M | 3.4% | |
| American Century Investments One Choice 2025 Mutual Fund | — | — | — | $1.7M | 3.3% | |
| American Century Government Bond Fund Mutual Fund | — | — | — | $1.3M | 2.6% | |
| American Century Investments One Choice 2035 Mutual Fund | — | — | — | $1.3M | 2.6% | |
| American Century Investments One Choice 2060 Mutual Fund | — | — | — | $1.3M | 2.5% | |
| Fidelity Government Money Market Money Market | — | — | — | $1.2M | 2.4% | |
| Fidelity Global Ex U.S. Index Fund Mutual Fund | — | — | — | $1.2M | 2.4% | |
| American Century Investments One Choice 2040 Mutual Fund | — | — | — | $1.2M | 2.4% | |
| Janus Henderson Enterprise Fund Mutual Fund | — | — | — | $1.0M | 2.0% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $777K | 1.5% | |
| The Hartford Dividend and Growth Fund Mutual Fund | — | — | — | $729K | 1.4% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $666K | 1.3% | |
| American Century Investments One Choice 2030 Mutual Fund | — | — | — | $663K | 1.3% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $663K | 1.3% | |
| The Hartford Balanced Income Fund Mutual Fund | — | — | — | $654K | 1.3% | |
| American Century One Choice In Ret Mutual Fund | — | — | — | $531K | 1.0% | |
| AB Small Cap Growth Portfolio Mutual Fund | — | — | — | $250K | 0.5% | |
| Fidelity International Capital Appreciation Fund Mutual Fund | — | — | — | $104K | 0.2% | |
| Victory Sycamore Small Company Opportunity Fund Mutual Fund | — | — | — | $75K | 0.1% | |
| Cohen & Steers Instl Realty Shares Mutual Fund | — | — | — | $55K | 0.1% |
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