Plan Ledger DOL Form 5500 · updated monthly

Assetwatch, Inc.401(k)

ASSETWATCH 401(K) PLAN · WESTERVILLE, OH · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Assetwatch, Inc. reported $3,826 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,453 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 1 year on file its reported administrative ratio rose from 0.04% to 0.08%. 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 (2,409th of 3,295), and 9,360th of 11,654 in professional & technical services. In 2024, employees put in $1.83 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,099,654
Participants with balances225
Active participants219
Employer contributions$756,250
Employee contributions$1,380,369
Employer contribution per active participant$3,453
Average account balance$27,110
Benefits paid to participants$356,859
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$6.1M · 225 accts · $756K emplr
2023$3.0M · 144 accts · $176K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$456
Investment management$3,370
Total administrative$3,826
The Assetwatch, Inc. 401(k) match · 2024
Employer contribution per active participant$3,453
Median for plans this size$1,313
2024$3,453 per active participant
2023$1,242 per active participant

Assetwatch, Inc.'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.

Administrative cost history2
2024$3,826 · 0.08%
2023$1,291 · 0.04%
Same employer
Similar plansProfessional & Technical Services · Ohio
Sobran Inc OH$6.4M · 0.49%
Agile Pursuits, Inc. OH$6.2M · 0.04%
Tsy Enterprises LLC OH$5.9M · 0.81%
Jyg Innovations LLC OH$5.8M · 0.24%
Certasite, LLC OH$5.7M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 474163968 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.