Plan Ledger DOL Form 5500 · updated monthly

Adams Brown Counties Economic Opportunities, Inc.401(k)

403(B) THRIFT PLAN OF ADAMS BROWN COUNTIES ECONOMIC OPPORTUNITIES, INC. · GEORGETOWN, OH · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Adams Brown Counties Economic Opportunities, Inc. reported $6,570 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $682 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 0.02% to 0.10%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Ohio (2,353rd of 3,295), and 2,072nd of 3,341 in other services. In 2024, employees put in $1.62 for every $1.00 the employer contributed; active participation has grown from 152 to 227 since 2022.

Plan summary
Net assets, end of year$6,554,256
Participants with balances197
Active participants227
Employer contributions$154,789
Employee contributions$250,440
Employer contribution per active participant$682
Average account balance$33,270
Benefits paid to participants$676,293
Plan auditUnmodified (clean) audit opinion
AuditorS.R. SNODGRASS P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$6.6M · 197 accts · $155K emplr
2023$6.3M · 195 accts · $167K emplr
2022$5.7M · 234 accts · $131K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,570
Total administrative$6,570
The Adams Brown Counties Economic Opportunities, Inc. 401(k) match · 2024
Employer contribution per active participant$682
Median for plans this size$1,313
2024$682 per active participant
2023$1,032 per active participant
2022$865 per active participant

Adams Brown Counties Economic Opportunities, Inc.'s 2024 employer contribution ran below 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 · 20241
USI CONSULTING GROUP, INC. · Claims processing · Recordkeeping$6,510

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

Recordkeeper by year2
2024USI Consulting
2023Mutual of America, USI Consulting

This plan has changed recordkeepers within these filings. If you left Adams Brown Counties Economic Opportunities, 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$6,570 · 0.10%
2023$5,041 · 0.08%
2022$1,256 · 0.02%
Same employer
Similar plansOther Services · Ohio
Sourcepoint OH$6.4M · 0.47%
Rlo Inc OH$6.2M · 0.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 310710683 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.