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Original filing (PDF)20251014101758NAL0001223539001
CINCINNATI ARTS ASSOCIATION
Form 5500
FILING_RECEIVED
CINCINNATI ARTS ASSOCIATION 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
197
Accounts w/ balance
135
Plan assets (EOY)
$6.6M
Net assets (EOY)
$6.6M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
90
/ 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
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 69% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CINCINNATI ARTS ASSOCIATION.
Plan sponsor
Name
CINCINNATI ARTS ASSOCIATION
EIN
31-1310256
Address
650 WALNUT STREET · CINCINNATI, OH · 45202
Phone
(513) 977-4107
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
BARNES DENNIG AND CO., LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE FINANCIAL SERVICES | — | COLUMBUS, OH | N/A | $26K | — |
| LATITUDE SERVICE COMPANY, INC. | 82-1371994 | PLYMOUTH, OH | N/A | $3K | — |
| HORAN SECURITIES | 31-1004837 | CINCINNATI, OH | N/A | $0 | — |
Investments
1 pooled fund· $0(0% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| FUTURE FUNDS SERIES OF GREAT WEST EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | $0 | <0.1% |
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