Original filing (PDF)20250729124017NAL0004671920001

CINCINNATI DEVELOPMENT FUND, I

Name: CINCINNATI DEVELOPMENT FUND, I — 403(B) THRIFT PLAN FOR EMPLOYEES OF CINCINNATI DEVELOPMENT FUND, INC., Form 5500 (2024)
Creator: CINCINNATI DEVELOPMENT FUND, I

Form 5500-SF

FILING_RECEIVED

403(B) THRIFT PLAN FOR EMPLOYEES OF CINCINNATI DEVELOPMENT FUND, INC.

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CINCINNATI DEVELOPMENT FUND, I.

Plan sponsor

Name

CINCINNATI DEVELOPMENT FUND, I

EIN

31-1256064

Address

1818 RACE ST, SUITE 401 · CINCINNATI, OH · 452027109

Phone

(513) 721-7211

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

Pension benefit codes

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2E · Profit-sharing

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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