Plan Ledger DOL Form 5500 · updated monthly

Ancora Holdings Group, LLC401(k)

ANCORA - MEP · MAYFIELD HEIGHTS, OH · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Ancora Holdings Group, LLC reported $12,265 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,494 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,189th-largest of 3,295 plans among Ohio employers on file, and 2,800th of 4,798 in finance & insurance. In 2024, employees put in $2.60 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$23,357,426
Participants with balances123
Active participants110
Employer contributions$604,364
Employee contributions$1,570,286
Employer contribution per active participant$5,494
Average account balance$189,898
Benefits paid to participants$2,518,583
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,455
Trustee / custodial$6,810
Total administrative$12,265
The Ancora Holdings Group, LLC 401(k) match · 2024
Employer contribution per active participant$5,494
Median for plans this size$2,416

Ancora Holdings Group, LLC's 2024 employer contribution ran above the $2,416 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 · 20242
NEWPORT GROUP, INC. · Claims processing · Recordkeeping$5,455
NEWPORT TRUST COMPANY · Trustee · Trustee (directed)$6,810

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

Administrative cost history1
2024$12,265 · 0.06%
Similar plansFinance & Insurance · Ohio
Kemba Credit Union, Inc. OH$24.6M · 0.10%
Liberty Capital, Inc. OH$23.6M · 0.22%
Horan Associates, Inc. OH$23.6M · 0.16%
Equity Resources, Inc OH$23.3M · 0.38%
The Merchants National Bank OH$23.0M · 0.08%
Waterford Bank, N.A. OH$22.3M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 872417854 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.