Plan Ledger DOL Form 5500 · updated monthly

Amsdell Companies LLC401(k)

AMSDELL COMPANIES 401(K) PLAN · CLEVELAND, OH · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Amsdell Companies LLC reported $16,579 in plan administrative expenses for 2024: 0.29% of average plan assets, below the peer median. Employer contributions averaged $584 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 0.35% to 0.29%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Ohio (2,380th of 3,295), and 1,392nd of 2,096 in real estate & leasing. In 2024, employees put in $5.75 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,310,997
Participants with balances276
Active participants261
Employer contributions$152,303
Employee contributions$876,048
Employer contribution per active participant$584
Average account balance$22,866
Benefits paid to participants$653,754
Plan auditUnmodified (clean) audit opinion
AuditorCARD. PALMER, SIBBISON & CO.
Plan history3
Yearassets · accounts · employer contribution
2024$6.3M · 276 accts · $152K emplr
2023$5.2M · 268 accts · $142K emplr
2022$4.1M · 253 accts · $125K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,579
Total administrative$16,579
The Amsdell Companies LLC 401(k) match · 2024
Employer contribution per active participant$584
Median for plans this size$1,313
2024$584 per active participant
2023$579 per active participant
2022$500 per active participant

Amsdell Companies LLC's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$16,579
UBS FINANCIAL SERVICES INC · Investment advisory (plan)indirect comp

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

Administrative cost history3
2024$16,579 · 0.29%
2023$16,971 · 0.36%
2022$14,739 · 0.35%
Similar plansReal Estate & Leasing · Ohio
Cross Country Inns, Inc. OH$7.3M · 0.42%
Crawford Hoying, LTD. OH$7.1M · 0.76%
Adena Commercial LLC OH$6.8M · 0.49%
Brg Realty Group, LLC OH$6.7M · 0.67%
Pacaso OH$5.5M · 0.10%
Fath Management Company OH$5.3M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 451165527 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.