Plan Ledger DOL Form 5500 · updated monthly

Ccu Coal and Construction LLC401(k)

CCU COAL AND CONSTRUCTION 401(K) & PROFIT SHARING PLAN · COSHOCTON, OH · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Ccu Coal and Construction LLC reported $34,758 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $1,313 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 0.23% to 0.33%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is among the smaller plans on file in Ohio (1,928th of 3,295), and 409th of 612 in mining, oil & gas extraction. In 2024, employees put in $1.67 for every $1.00 the employer contributed; active participation has shrunk from 197 to 175 since 2022.

Plan summary
Net assets, end of year$10,715,563
Participants with balances124
Active participants175
Employer contributions$229,826
Employee contributions$382,682
Employer contribution per active participant$1,313
Average account balance$86,416
Benefits paid to participants$1,332,804
Plan auditUnmodified (clean) audit opinion
AuditorREA & ASSOCIATES,INC
Plan history3
Yearassets · accounts · employer contribution
2024$10.7M · 124 accts · $230K emplr
2023$10.5M · 126 accts · $229K emplr
2022$10.0M · 129 accts · $220K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,650
Investment management$9,108
Total administrative$34,758
The Ccu Coal and Construction LLC 401(k) match · 2024
Employer contribution per active participant$1,313
Median for plans this size$2,416
2024$1,313 per active participant
2023$1,230 per active participant
2022$1,119 per active participant

Ccu Coal and Construction LLC's 2024 employer contribution ran below 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 · 20243
RAYMOND JAMES & ASSOCIATES INC · Investment advisory (plan)$8,911
ADVISED ASSETS GROUP, LLC · Investment management$197

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$34,758 · 0.33%
2023$25,037 · 0.24%
2022$26,292 · 0.23%
Same employer
Similar plansMining, Oil & Gas Extraction · Ohio
R.W. Sidley, Inc. OH$15.3M · 0.18%
Kimble Company OH$15.2M · 0.08%
Ows Acquisition Co LLC OH$1.5M · 0.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 832954710 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.