Plan Ledger DOL Form 5500 · updated monthly

Ace Sanitary Holdings Inc401(k)

ACE SANITARY HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST · HAMILTON, OH · plan year 2024

Reported admin expense ratio · 2024
1.17%

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

Ace Sanitary Holdings Inc reported $97,248 in plan administrative expenses for 2024: 1.17% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,167 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 0.98% to 1.17%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Ohio (1,793rd of 3,295), and 7,916th of 13,661 in manufacturing. In 2024, employees put in $2.33 for every $1.00 the employer contributed; active participation has grown from 195 to 319 since 2022.

Plan summary
Net assets, end of year$12,351,074
Participants with balances375
Active participants319
Employer contributions$691,134
Employee contributions$1,613,098
Employer contribution per active participant$2,167
Average account balance$32,936
Benefits paid to participants$1,609,395
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.4M · 375 accts · $691K emplr
2023$4.3M · 289 accts · $452K emplr
2022$2.0M · 185 accts · $292K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$55,446
Investment management$40,942
Trustee / custodial$860
Total administrative$97,248
The Ace Sanitary Holdings Inc 401(k) match · 2024
Employer contribution per active participant$2,167
Median for plans this size$1,313
2024$2,167 per active participant
2023$1,493 per active participant
2022$1,496 per active participant

Ace Sanitary Holdings Inc's 2024 employer contribution ran above the $1,313 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
PAYCHEX, INC. · Recordkeeping$43,762
LPL FINANCIAL · Investment advisory (participants)$36,493

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

Recordkeeper by year2
2024Paychex
2023LPL Financial, Paychex

This plan has changed recordkeepers within these filings. If you left Ace Sanitary Holdings Inc before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$97,248 · 1.17%
2023$30,516 · 0.96%
2022$14,268 · 0.98%
Similar plansManufacturing · Ohio
Kost USA, LLC OH$12.4M · 0.35%
Engineered Profiles LLC OH$12.4M · 0.16%
Skilled Care Pharmacy, Inc. OH$12.3M · 0.49%
Anchor Tool & Die Company OH$12.3M · 0.48%
Robbins, Inc. OH$12.3M · 0.01%
Twist, Inc. OH$12.2M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 853757436 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.