Plan Ledger DOL Form 5500 · updated monthly

Belcan Services Group, LTD. Partnership401(k)

BELCAN SERVICES GROUP LIMITED PARTNERSHIP RETIREMENT SAVINGS PLAN · BLUE ASH, OH · plan year 2024

Reported admin expense ratio · 2024
0.26%

Belcan Services Group, LTD. Partnership reported $49,120 in plan administrative expenses for 2024: 0.26% 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.

Across the 2 years on file its reported administrative ratio fell from 0.99% to 0.26%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 1,368th-largest of 3,295 plans among Ohio employers on file, and the 642nd of 2,534 in administrative & support services. active participation has grown from 1,274 to 1,686 since 2022.

Plan summary
Net assets, end of year$19,031,022
Participants with balances276
Active participants1,686
Employer contributions—
Employee contributions$497,633
Employer contribution per active participant—
Average account balance$68,953
Benefits paid to participants$2,746,379
Plan auditUnmodified (clean) audit opinion
AuditorPRICE WATERHOUSE COOPERS LLP
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$19.0M · 276 accts
2023$18.7M · 312 accts
2022$17.7M · 336 accts
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 · 20243
CORRELL CO.$34,199
PRICE WATERHOUSE COMPANY · Accounting / audit$33,018
CORRELL CO. INVESTMENT SERVICES COR · Investment management$16,742

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

Administrative cost history4
2025Not separately reported
2024$49,120 · 0.26%
2023$157,480 · 0.87%
2022$205,667 · 0.99%
Similar plansAdministrative & Support Services · Ohio
Divisions, Inc. OH$30.4M · 0.35%
Oriana House, Inc. OH$24.5M · 0.47%
Unifund Ccr, LLC OH$14.8M · 0.40%
The Reserves Network, Inc. OH$13.6M · 0.32%
Innosource, Inc. OH$13.2M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311312685 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.