Plan Ledger DOL Form 5500 · updated monthly

Anne Grady Corporation403(b)

ANNE GRADY CORPORATION 403(B) PLAN · HOLLAND, OH · plan year 2022

Reported admin expense ratio · 2022
0.24%

Anne Grady Corporation reported $7,523 in plan administrative expenses for 2022: 0.24% of average plan assets, below the peer median. 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Ohio (3,026th of 3,295), and 10,118th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$1,924,669
Participants with balances95
Active participants365
Employer contributions—
Employee contributions$139,187
Employer contribution per active participant—
Average account balance$20,260
Benefits paid to participants$1,923,938
Plan auditUnmodified (clean) audit opinion
AuditorHW&CO.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$7,523
Total administrative$7,523
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$7,523 · 0.24%
Same employer
Similar plansHealth Care & Social Assistance · Ohio
Slovene Home for the Aged OH$2.1M · 1.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341214508 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.