Plan Ledger DOL Form 5500 · updated monthly

Ccde/Oakstone Academy401(k)

THE CHILDRENS CENTER FOR DEVELOPMENTAL ENRICHMENT (CCDE)/OAKSTONE ACADEMY 401K PLAN · WESTERVILLE, OH · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

Ccde/Oakstone Academy reported $32,222 in plan administrative expenses for 2024: 0.50% of average plan assets, below the peer median. Employer contributions averaged $2,949 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 0.46% to 0.50%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Ohio (2,315th of 3,295), and 2,340th of 3,091 in educational services. In 2024, employees put in $1.15 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,915,432
Participants with balances119
Active participants102
Employer contributions$300,755
Employee contributions$344,475
Employer contribution per active participant$2,949
Average account balance$58,113
Benefits paid to participants$553,758
Plan auditUnmodified (clean) audit opinion
AuditorSEO CPA GROUP, LTD
Plan history3
Yearassets · accounts · employer contribution
2024$6.9M · 119 accts · $301K emplr
2023$5.9M · 108 accts · $189K emplr
2022$5.7M · 134 accts · $237K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,920
Investment management$18,302
Total administrative$32,222
The Ccde/Oakstone Academy 401(k) match · 2024
Employer contribution per active participant$2,949
Median for plans this size$1,313
2024$2,949 per active participant
2023$1,601 per active participant
2022$2,112 per active participant

Ccde/Oakstone Academy's 2024 employer contribution ran above the $1,313 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 · 20243
EVERHART ADVISORS · Investment advisory (plan)$18,302
CAPITAL GROUP RETIREMENT PLAN SVCS$12,120
REA & ASSOCIATES · Contract administrator$1,800

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$32,222 · 0.50%
2023$25,913 · 0.45%
2022$29,666 · 0.46%
Same employer
Similar plansEducational Services · Ohio
Walsh Jesuit High School OH$12.4M · 0.38%
Lawrence School OH$8.9M · 0.21%
Urban Community School OH$7.0M · 0.10%
Fred J. Miller, Inc. OH$3.8M · 0.62%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 311666674 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.