Bertram Inn401(k)
WOLSTEIN GROUP 401(K) PROFIT SHARING PLAN & TRUST · AURORA, OH · plan year 2024
Bertram Inn reported $29,903 in plan administrative expenses for 2024: 1.34% of average plan assets, higher than ~90% of peers. 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 3 years on file its reported administrative ratio has held roughly steady near 1.34%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Ohio (2,960th of 3,295), and 1,337th of 2,240 in accommodation & food services.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 341900270 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.