Plan Ledger DOL Form 5500 · updated monthly

Agh Ultimate LLC401(k)

AGH ULTIMATE LLC 401(K) PROFIT SHARING PLAN & TRUST · MENTOR, OH · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

Agh Ultimate LLC reported $22,879 in plan administrative expenses for 2024: 0.38% of average plan assets, below the peer median. Employer contributions averaged $1,677 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 1 year on file its reported administrative ratio rose from 0.33% to 0.38%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Ohio (2,118th of 3,295), and 8,400th of 11,654 in professional & technical services. In 2024, employees put in $1.89 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,731,650
Participants with balances428
Active participants401
Employer contributions$672,430
Employee contributions$1,272,564
Employer contribution per active participant$1,677
Average account balance$20,401
Benefits paid to participants$1,442,470
Plan auditUnmodified (clean) audit opinion
AuditorECHELBARGER, HIMEBAUGH, TAMM & CO.
Plan history2
Yearassets · accounts · employer contribution
2024$8.7M · 428 accts · $672K emplr
2023$3.4M · 219 accts · $460K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,019
Trustee / custodial$860
Total administrative$22,879
The Agh Ultimate LLC 401(k) match · 2024
Employer contribution per active participant$1,677
Median for plans this size$1,313
2024$1,677 per active participant
2023$2,255 per active participant

Agh Ultimate LLC'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 · 20241
PAYCHEX, INC. · Recordkeeping$22,019

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
2023Paychex

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

Administrative cost history2
2024$22,879 · 0.38%
2023$8,420 · 0.33%
Same employer
Similar plansProfessional & Technical Services · Ohio
Onix Networking Corp. OH$8.9M · 0.90%
Path Forward Consulting OH$8.8M · 1.24%
Tsy Enterprises Inc OH$8.7M · 0.90%
Paymax Services, Inc. OH$8.6M · 0.30%
Xariable, Inc. OH$8.4M · 0.25%
Humanit Solutions, LLC OH$8.3M · 0.36%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 873470707 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.