Original filing (PDF)20250422065007NAL0003993665001

CINCINNATI INVESTMENT ADVISORS, LLC

Name: CINCINNATI INVESTMENT ADVISORS, LLC — CINCINNATI INVESTMENT ADVISORS 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: CINCINNATI INVESTMENT ADVISORS, LLC

Form 5500-SF

FILING_RECEIVED

CINCINNATI INVESTMENT ADVISORS 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$602K

Net assets (EOY)

$602K

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 INVESTMENT ADVISORS, LLC.

Plan sponsor

Name

CINCINNATI INVESTMENT ADVISORS, LLC

EIN

45-3858179

Address

8875 CINCINNATI DAYTON ROAD · WEST CHESTER, OH · 45069

Phone

(513) 575-3930

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

2025-04-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

2A · Age/service weighted or new comparability

2G · Total participant-directed accounts

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

INX DIGITAL INC.

INX 401(K) PLAN

$627K · 6 participants

SOUTHERN CLAIMS, INC.

SOUTHERN CLAIMS, INC. 401(K) PLAN

$567K · 5 participants

JR MURRAY, LLC DBA MURRAY FINANCIAL ALLIANCE

MURRAY FINANCIAL ALLIANCE 401(K) PROFIT SHARING PLAN

$566K · 4 participants

MIDDLEMARCH CAPITAL, LLC

MIDDLEMARCH CAPITAL, LLC 401(K) PLAN & TRUST

$650K · 1 participants

BELLINGRATH WEALTH MANAGEMENT & EMPLOYEE BENEFIT

BELLINGRATH WEALTH MANAGEMENT & EMPLOYEE BENEFITS 401(K)