Original filing (PDF)20250805153321NAL0001956753001

CINCINNATI UNION CO-OP INITIATIVE, INC DBA CO-OP CINCY

Name: CINCINNATI UNION CO-OP INITIATIVE, INC DBA CO-OP CINCY — CO-OP CINCY 401(K) PLAN, Form 5500 (2024)
Creator: CINCINNATI UNION CO-OP INITIATIVE, INC DBA CO-OP CINCY

Form 5500-SF

FILING_RECEIVED

CO-OP CINCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$18K

Net assets (EOY)

$18K

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 UNION CO-OP INITIATIVE, INC DBA CO-OP CINCY.

Plan sponsor

Name

CINCINNATI UNION CO-OP INITIATIVE, INC DBA CO-OP CINCY

EIN

45-3914880

Address

215 EAST 14TH STREET · CINCINNATI, OH · 45202

Phone

(513) 549-3381

Industry

Other Services (ex. Public Admin)see 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

2025-08-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

GREATER MIAMI CHAMBER OF COMMERCE

GREATER MIAMI CHAMBER OF COMMERCE GHT BENEFIT PLAN

$19K · 17 participants

COMMUNICATIONS WORKERS OF AMERIC

COMMUNICATIONS WORKERS OF AMERICA OC LOCAL 3865 401(K) P/S

$19K · 4 participants

WILLIAM JOSEF FOUNDATION

WJF 401(K) PLAN

$17K · 1 participants

TEAMSTERS LOCAL UNION 783

TEAMSTERS LOCAL UNION 783 401(K) PLAN

$17K · 6 participants

ACTION NOW INSTITUTE

ACTION NOW INSTITUTE 401K PLAN