Back to filter
Original filing (PDF)20250902112005NAL0024342624001
FRANKLIN COUNTY HISTORICAL SOCIETY DBA COSI
Form 5500
FILING_RECEIVED
THE RETIREMENT PLAN FOR THE TEAM MEMBERS OF COSI
401(k) retirement plan
Active participants
172
Accounts w/ balance
237
Plan assets (EOY)
$11.8M
Net assets (EOY)
$11.8M
How this plan invests
This plan
35 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 (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FRANKLIN COUNTY HISTORICAL SOCIETY DBA COSI.
Plan sponsor
Name
FRANKLIN COUNTY HISTORICAL SOCIETY DBA COSI
EIN
31-4383802
Address
333 WEST BROAD STREET · COLUMBUS, OH · 43215
Phone
(614) 228-2674
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-02
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
REA & ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE INSURANCE | 31-4156830 | — | TRUST RECORDKEEPER | $23K | — |
Investments
35 direct securities· $11.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 | — | — | — | $1.2M | 10.2% | |
| Victory Nasdaq 100 Index Fund R6 | — | — | — | $1.1M | 9.2% | |
| NW Inv Dest Moderately Aggressive Instl | — | — | — | $1.1M | 9.0% | |
| NW Inv Dest Moderately Conservative Instl | — | — | — | $579K | 4.9% | |
| NW Inv Dest Aggressive Inst | — | — | — | $538K | 4.5% | |
| Vanguard Target Retirement 2045 | — | — | — | $497K | 4.2% | |
| NW Inv Dest Moderate Instl | — | — | — | $477K | 4.0% | |
| Vanguard Target Retirement 2035 | — | — | — | $469K | 4.0% | |
| Calvert Social Indx I | — | — | — | $459K | 3.9% | |
| MFS Mass Inv Tr R4 | — | — | — | $436K | 3.7% | |
| Vanguard Target Retirement 2060 | — | — | — | $418K | 3.5% | |
| Invesco Growth and Income Y | — | — | — | $396K | 3.3% | |
| Vanguard Target Retirement 2055 | — | — | — | $388K | 3.3% | |
| Vanguard Target Retirement 2040 | — | — | — | $374K | 3.2% | |
| NW Inv Dest Cnservative Inst | — | — | — | $351K | 3.0% | |
| NW MidCap Market Index Instl | — | — | — | $322K | 2.7% | |
| American Funds Cap Wld Gr Inc R5 | — | — | — | $302K | 2.6% | |
| Invesco Disc Y | — | — | — | $301K | 2.5% | |
| Vanguard Selected Value Inv | — | — | — | $298K | 2.5% | |
| American Funds New World R5 | — | — | — | $287K | 2.4% | |
| NW Small Cap Index Instl | — | — | — | $233K | 2.0% | |
| Legg Mason Western Asset Intnl | — | — | — | $233K | 2.0% | |
| NW Fixed Select Option | — | — | — | $219K | 1.9% | |
| Prncpl Mid Cap Growth Instl | — | — | — | $211K | 1.8% | |
| DFA US Targeted Value Inst | — | — | — | $170K | 1.4% | |
| JnsHndrsn Bal I | — | — | — | $161K | 1.4% | |
| American Funds Income Fund Am R6 | — | — | — | $153K | 1.3% | |
| Vanguard Target Retirement 2030 | — | — | — | $65K | 0.6% | |
| Dodge & Cox International Stock | — | — | — | $58K | 0.5% | |
| Vanguard Target Retirement 2020 | — | — | — | $35K | 0.3% | |
| Vanguard Target Retirement 2025 | — | — | — | $18K | 0.2% | |
| Vanguard Target Retirement 2065 | — | — | — | $15K | 0.1% | |
| Vanguard Target Retirement Income | — | — | — | $7K | <0.1% | |
| NW Intl Index Instl | — | — | — | $7K | <0.1% | |
| Vanguard Target Retirement 2070 | — | — | — | $1K | <0.1% |
Related plans
Other plans using NATIONWIDE INSURANCE
NATIONAL RETAIL SYSTEMS, INC.
NATIONAL RETAIL SYSTEMS, INC. 401(K) PLAN
$40.5M · 736 participants
PLANESENSE, INC.
PLANESENSE, INC. 401(K) PLAN
$36.2M · 566 participants
SUPERIOR, INC.
SUPERIOR INC & AFFILIATES 401(K) PLAN
$31.1M · 827 participants
STEIN SPERLING BENNETT DE JONG DRISCOLL PC
STEIN SPERLING BENNETT DE JONG DRISCOLL PC 401(K) PLAN
$27.0M · 132 participants
TSL COMPANY HOLDINGS, LTD
TSL COMPANY HOLDINGS, LTD. PROFIT SHARING & SAVINGS PLAN
$23.5M · 506 participants
VRC COMPANIES, LLC
VRC COMPANIES, LLC 401(K) PROFIT SHARING PLAN
$21.7M · 1,864 participants
Similar-size Arts, Entertainment, Recreation plans
THE MARYLAND ZOOLOGICAL SOCIETY
THE MARYLAND ZOOLOGICAL SOCIETY SAVINGS AND RETIREMENT PLAN
$11.8M · 160 participants
OREGON MUSEUM OF SCIENCE AND INDUSTRY
OREGON MUSEUM OF SCIENCE AND INDUSTRY RETIREMENT PLAN
$11.9M · 72 participants
PEABODY ESSEX MUSEUM
PEABODY ESSEX MUSEUM 401(A) PLAN
$12.0M · 195 participants
WHITNEY MUSEUM OF AMERICAN ART
WHITNEY MUSEUM OF AMERICAN ART RETIREMENT PLAN
$11.7M · 72 participants
NATIONAL INVENTORS HALL OF FAME, INC.
NATIONAL INVENTORS HALL OF FAME, INC. 401(K) PLAN
$11.7M · 224 participants
AUTRY MUSEUM OF THE AMERICAN WEST
AUTRY MUSEUM OF THE AMERICAN WEST 403(B) PLAN
$11.6M · 149 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants