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Original filing (PDF)20251015072913NAL0004235041001
CINCINNATI BELL INC.
Form 5500
FILING_RECEIVED
CINCINNATI BELL INC. SAVINGS AND SECURITY PLAN
401(k) retirement plan
Signals · 1
98% in single holding
Active participants
610
Accounts w/ balance
683
Plan assets (EOY)
$110.4M
Net assets (EOY)
$110.4M
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)
95
/ 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
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Various (includes Registered Investment Companies, Common/Collective * Interest Held in Master Trust" is 98% of plan.
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CINCINNATI BELL INC..
Plan sponsor
Name
CINCINNATI BELL INC.
EIN
31-1056105
Address
221 EAST 4TH STREET · ROOM 103 1070 · CINCINNATI, OH · 452024124
Phone
(513) 397-7772
Industry
Management of Companies / Holdingssee 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
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
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 | $55K | — |
Investments
2 direct securities · 1 pooled fund· $218.1M(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
$110.4M
2 holdings
Master Trust
$107.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Various (includes Registered Investment Companies, Common/Collective * Interest Held in Master Trust | — | — | — | $107.7M | 97.5% | |
| CIN BELL RET SVGS PLANS MASTER TRUS CINCINNATI BELL INC. · EIN 04-3561428 / PN 001 | Master Trust | — | — | $107.7M | 97.5% | |
| party interest, collateral, par, or maturity value * Participant Loans Participant Loans | — | — | — | $2.7M | 2.5% |
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