Plan Ledger DOL Form 5500 · updated monthly

5812 Investment Group, LLC401(k)

5812 INVESTMENT GROUP, LLC 401(K) PLAN · COLUMBUS, OH · plan year 2024

Reported admin expense ratio · 2024
0.73%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

5812 Investment Group, LLC reported $23,126 in plan administrative expenses for 2024: 0.73% of average plan assets, above the peer median. Employer contributions averaged $587 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.21% to 0.73%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Ohio (2,785th of 3,295), and 1,692nd of 2,096 in real estate & leasing. In 2024, employees put in $3.11 for every $1.00 the employer contributed; active participation has grown from 277 to 343 since 2022.

Plan summary
Net assets, end of year$3,441,962
Participants with balances394
Active participants343
Employer contributions$201,397
Employee contributions$626,835
Employer contribution per active participant$587
Average account balance$8,736
Benefits paid to participants$598,552
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.4M · 394 accts · $201K emplr
2023$2.9M · 483 accts · $184K emplr
2022$2.2M · 399 accts · $138K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,126
Total administrative$23,126
The 5812 Investment Group, LLC 401(k) match · 2024
Employer contribution per active participant$587
Median for plans this size$1,313
2024$587 per active participant
2023$590 per active participant
2022$498 per active participant

5812 Investment Group, LLC's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$23,126

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Vanguard
2023Vanguard

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Administrative cost history3
2024$23,126 · 0.73%
2023$8,785 · 0.35%
2022$4,315 · 0.21%
Same employer
Similar plansReal Estate & Leasing · Ohio
T & R Properties Inc. OH$4.3M · 0.82%
Ohio Equities, LLC OH$4.0M · 0.37%
Aiy Properties, Inc. OH$3.0M · 0.50%
Foremost Mgmt., Inc. OH$2.9M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 834680113 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.