Plan Ledger DOL Form 5500 · updated monthly

Alexander & Associates Co.401(k)

ALEXANDER & ASSOCIATES CO. PROFIT SHARING AND 401(K) PLAN · CINCINNATI, OH · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Alexander & Associates Co. reported $86,228 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $3,124 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 fell from 0.31% to 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 925th-largest of 3,295 plans among Ohio employers on file, and the 3,949th of 11,654 in professional & technical services. In 2024, employees put in $3.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$32,100,350
Participants with balances129
Active participants93
Employer contributions$290,509
Employee contributions$943,114
Employer contribution per active participant$3,124
Average account balance$248,840
Benefits paid to participants$2,257,612
Plan auditUnmodified (clean) audit opinion
AuditorECONOMOU & FLOOD, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$32.1M · 129 accts · $291K emplr
2023$29.6M · 129 accts · $281K emplr
2022$28.8M · 132 accts · $283K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,441
Investment management$54,880
Total administrative$86,228
The Alexander & Associates Co. 401(k) match · 2024
Employer contribution per active participant$3,124
Median for plans this size$2,416
2024$3,124 per active participant
2023$2,990 per active participant
2022$3,013 per active participant

Alexander & Associates Co.'s 2024 employer contribution ran above 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 · 20243
PENSION CORPORATION OF AMERICA · Contract administrator · Recordkeeping$31,348
PCA INVESTMENT ADVISORY SERVICES · Investment advisory (plan)$54,880

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

Recordkeeper by year2
2024PENSION CORPORATION OF AMERICA
2023PENSION CORPORATION OF AMERICA

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

Administrative cost history3
2024$86,228 · 0.28%
2023$84,955 · 0.29%
2022$98,283 · 0.31%
Same employer
Similar plansProfessional & Technical Services · Ohio
Aml Rightsource, LLC OH$33.1M · 1.03%
Aktion Associates, Inc. OH$32.5M · 0.35%
Claritas, LLC OH$32.3M
Klarna, Inc. OH$32.1M · 0.23%
Erp Analysts, Inc. OH$31.2M · 0.34%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 310643856 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.