Plan Ledger DOL Form 5500 · updated monthly

Broadstreet Partners, Inc.401(k)

BROADSTREET 401(K) PLAN · COLUMBUS, OH · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Broadstreet Partners, Inc. reported $190,716 in plan administrative expenses for 2024: 0.05% of average plan assets, below the peer median. Employer contributions averaged $2,970 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 fell from 0.08% to 0.05%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other finance & insurance employers. By assets it is the 101st-largest of 3,295 plans among Ohio employers on file, and the 302nd of 4,798 in finance & insurance. In 2024, employees put in $2.25 for every $1.00 the employer contributed; active participation has grown from 2,433 to 5,101 since 2022.

Plan summary
Net assets, end of year$513,628,198
Participants with balances5,013
Active participants5,101
Employer contributions$15,148,488
Employee contributions$34,103,035
Employer contribution per active participant$2,970
Average account balance$102,459
Benefits paid to participants$43,627,081
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$513.6M · 5,013 accts · $15.1M emplr
2023$295.7M · 3,244 accts · $7.6M emplr
2022$212.8M · 2,698 accts · $6.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$93,003
Audit (IQPA)$20,800
Total administrative$190,716
The Broadstreet Partners, Inc. 401(k) match · 2024
Employer contribution per active participant$2,970
Median for plans this size$4,294
2024$2,970 per active participant
2023$2,512 per active participant
2022$2,486 per active participant

Broadstreet Partners, Inc.'s 2024 employer contribution ran below the $4,294 median for plans its size. 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.

Service providers · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$96,087
MORGAN STANLEY SMITH BARNEY LLC · Investment advisory (participants)$76,913
CSH GROUP, INC. · Accounting / audit$20,800

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

Administrative cost history3
2024$190,716 · 0.05%
2023$223,442 · 0.09%
2022$166,742 · 0.08%
Similar plansFinance & Insurance · Ohio
Medical Mutual of Ohio OH$799.4M · 0.02%
Worldpay, LLC OH$407.0M · 0.03%
Grange Insurance Company OH$396.0M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 310982037 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.