Plan Ledger DOL Form 5500 · updated monthly

Accurate Inventory and Calculating Service, Inc.401(k)

ACCURATE INVENTORY AND CALCULATING SERVICE, INC. 401(K) PROFIT SHARING PLAN · COLUMBUS, OH · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Accurate Inventory and Calculating Service, Inc. reported $61,895 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $2,183 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 0.27% to 0.32%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 1,338th-largest of 3,295 plans among Ohio employers on file, and the 626th of 2,534 in administrative & support services. In 2024, employees put in $1.63 for every $1.00 the employer contributed; active participation has grown from 138 to 181 since 2022.

Plan summary
Net assets, end of year$19,584,725
Participants with balances213
Active participants181
Employer contributions$395,180
Employee contributions$645,305
Employer contribution per active participant$2,183
Average account balance$91,947
Benefits paid to participants$3,349,370
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$19.6M · 213 accts · $395K emplr
2023$18.7M · 205 accts · $350K emplr
2022$15.2M · 192 accts · $315K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,545
Investment management$33,350
Total administrative$61,895
The Accurate Inventory and Calculating Service, Inc. 401(k) match · 2024
Employer contribution per active participant$2,183
Median for plans this size$2,416
2024$2,183 per active participant
2023$2,134 per active participant
2022$2,280 per active participant

Accurate Inventory and Calculating Service, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. 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 · 20242
NEWPORT GROUP, INC. · Loan processing · Recordkeeping$28,545
EVERHART ADVISORS · Investment advisory (plan)$33,350

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$61,895 · 0.32%
2023$55,824 · 0.33%
2022$46,564 · 0.27%
Same employer
Similar plansAdministrative & Support Services · Ohio
Trustaff Management, Inc. OH$32.1M · 0.52%
Divisions, Inc. OH$30.4M · 0.35%
Oriana House, Inc. OH$24.5M · 0.47%
Unifund Ccr, LLC OH$14.8M · 0.40%
The Reserves Network, Inc. OH$13.6M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 310802227 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.