Plan Ledger DOL Form 5500 · updated monthly

Cavaliers Holdings, LLC401(k)

CAVALIERS 401(K) PLAN · CLEVELAND, OH · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Cavaliers Holdings, LLC reported $64,421 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $3,456 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 0.22% to 0.13%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 619th-largest of 3,295 plans among Ohio employers on file, and the 187th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.53 for every $1.00 the employer contributed; active participation has grown from 391 to 460 since 2022.

Plan summary
Net assets, end of year$54,025,652
Participants with balances611
Active participants460
Employer contributions$1,589,928
Employee contributions$4,018,668
Employer contribution per active participant$3,456
Average account balance$88,422
Benefits paid to participants$4,747,069
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$54.0M · 611 accts · $1.6M emplr
2023$45.8M · 584 accts · $1.1M emplr
2022$37.0M · 548 accts · $938K emplr
The Cavaliers Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$3,456
Median for plans this size$2,416
2024$3,456 per active participant
2023$2,514 per active participant
2022$2,400 per active participant

Cavaliers Holdings, LLC's 2024 employer contribution ran above the $2,416 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 · 20241
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$60,775

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$64,421 · 0.13%
2023$86,634 · 0.21%
2022$88,939 · 0.22%
Same employer
Similar plansArts, Entertainment & Recreation · Ohio
Cedar Fair, L.P. OH$337.4M · 0.02%
The Cincinnati Reds, LLC OH$52.5M · 0.11%
Cincinnati Bengals, Inc. OH$51.0M · 0.00%
Jack Ohio Finance LLC OH$46.3M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202194334 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.