Plan Ledger DOL Form 5500 · updated monthly

Boehl Stopher & Graves, LLP401(k)

BOEHL STOPHER & GRAVES AMENDED AND RESTATED RETIREMENT SAVINGS PLAN · LOUISVILLE, KY · plan year 2023

Reported admin expense ratio · 2023
0.23%

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

Boehl Stopher & Graves, LLP reported $39,103 in plan administrative expenses for 2023: 0.23% of average plan assets, below the peer median. Employer contributions averaged $5,861 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 2 years on file its reported administrative ratio rose from 0.21% to 0.40%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 327th-largest of 871 plans among Kentucky employers on file, and 6,048th of 11,654 in professional & technical services. In 2023, the employer put in $1.34 for every $1.00 employees contributed themselves; active participation has shrunk from 57 to 49 since 2022.

Plan summary
Net assets, end of year$17,371,262
Participants with balances101
Active participants49
Employer contributions$287,203
Employee contributions$214,157
Employer contribution per active participant$5,861
Average account balance$171,993
Benefits paid to participants$2,255,894
Plan auditUnmodified (clean) audit opinion
AuditorLOUIS T. ROTH & CO., PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$16.4M · 89 accts · $156K emplr
2023$17.4M · 101 accts · $287K emplr
2022$16.7M · 105 accts · $367K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$39,103
Total administrative$39,103
The Boehl Stopher & Graves, LLP 401(k) match · 2023
Employer contribution per active participant$5,861
Median for plans this size$2,440
2024$4,723 per active participant
2023$5,861 per active participant
2022$6,435 per active participant

Boehl Stopher & Graves, LLP's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$39,103
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp
RAYMOND JAMES FINANCIAL SERVICES · Consultingindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$67,923 · 0.40%
2023$39,103 · 0.23%
2022$39,630 · 0.21%
Similar plansProfessional & Technical Services · Kentucky
Universal Woods, LLC KY$19.8M · 0.46%
Universal Woods, LLC KY$18.6M · 0.44%
Health Tech Solutions LLC KY$18.5M · 0.33%
Certilytics, Inc. KY$14.1M · 0.29%
Doe-Anderson, Inc. KY$13.8M · 0.02%
Alliant Technologies LLC KY$13.6M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 610465580 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.