Plan Ledger DOL Form 5500 · updated monthly

Calfee Halter & Griswold, LLP401(k)

CALFEE, HALTER & GRISWOLD LLP PROFIT SHARING TRUST AND PLAN · CLEVELAND, OH · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Calfee Halter & Griswold, LLP reported $211,338 in plan administrative expenses for 2024: 0.11% of average plan assets, below the peer median. Employer contributions averaged $18,599 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 0.10% to 0.11%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 205th-largest of 3,295 plans among Ohio employers on file, and the 774th of 11,654 in professional & technical services. In 2024, the employer put in $1.82 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$209,049,915
Participants with balances337
Active participants220
Employer contributions$4,091,851
Employee contributions$2,245,947
Employer contribution per active participant$18,599
Average account balance$620,326
Benefits paid to participants$13,385,606
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$209.0M · 337 accts · $4.1M emplr
2023$190.8M · 312 accts · $3.7M emplr
2022$182.4M · 329 accts · $3.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$850
Investment management$207,761
Total administrative$211,338
The Calfee Halter & Griswold, LLP 401(k) match · 2024
Employer contribution per active participant$18,599
Median for plans this size$3,635
2024$18,599 per active participant
2023$17,390 per active participant
2022$17,162 per active participant

Calfee Halter & Griswold, LLP's 2024 employer contribution ran above the $3,635 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.

Service providers · 20246
SANFORD BERNSTEIN · Investment management$73,834
UBS FINANCIAL · Investment management$51,586
ANCORA ADVISORS · Investment management$26,175
CHARLES SCHWAB · Investment management$23,922
FIDELITY MANAGEMENT · Investment management$16,446
EBS ASSET MANAGEMENT · Investment management$15,798

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$211,338 · 0.11%
2023$183,577 · 0.10%
2022$191,342 · 0.10%
Same employer
Similar plansProfessional & Technical Services · Ohio
Medpace, Inc. OH$253.0M · 0.01%
Woolpert, Inc. OH$247.8M · 0.05%
Paycor, Inc. OH$230.7M · 0.19%
Verdantas LLC OH$202.0M · 0.18%
Bricker Graydon LLP OH$198.8M · 0.09%
Ulmer & Berne LLP OH$191.4M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 340732302 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.