Plan Ledger DOL Form 5500 · updated monthly

Amend Consulting LLC401(k)

AMEND CONSULTING LLC 401(K) PLAN · CINCINNATI, OH · plan year 2024

Reported admin expense ratio · 2024
0.73%

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

Amend Consulting LLC reported $52,981 in plan administrative expenses for 2024: 0.73% of average plan assets, above the peer median. Employer contributions averaged $4,382 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 has held roughly steady near 0.73%. 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 (2,177th of 3,295), and 8,615th of 11,654 in professional & technical services. In 2024, employees put in $2.31 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,185,018
Participants with balances122
Active participants78
Employer contributions$341,822
Employee contributions$790,418
Employer contribution per active participant$4,382
Average account balance$67,090
Benefits paid to participants$353,663
Plan auditUnmodified (clean) audit opinion
AuditorBARNES, DENNIG & CO., LTD.
Plan history2
Yearassets · accounts · employer contribution
2024$8.2M · 122 accts · $342K emplr
2023$6.3M · 125 accts · $385K emplr
The Amend Consulting LLC 401(k) match · 2024
Employer contribution per active participant$4,382
Median for plans this size$1,313
2024$4,382 per active participant
2023$5,201 per active participant

Amend Consulting LLC's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. 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 · 20244
MARINER WEALTH ADVISORS, LLC · Investment advisory (plan)$30,910
CREATIVE RETIREMENT SYSTEMS, INC. · Contract administrator$1,183
EMPOWER ADVISORY GROUP, LLC · Investment management$997

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

Administrative cost history2
2024$52,981 · 0.73%
2023$36,459 · 0.70%
Similar plansProfessional & Technical Services · Ohio
Humanit Solutions, LLC OH$8.3M · 0.36%
The Spyglass Group, LLC OH$8.3M · 0.89%
Revision Collective Inc. OH$8.2M · 0.63%
Viaquest OH$8.2M · 0.92%
The Rdi Corporation OH$8.2M · 0.73%
Mix Talent, LLC OH$8.2M · 1.33%
System Seals, Inc. OH$8.1M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202690905 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.