Plan Ledger DOL Form 5500 · updated monthly

Central Investment LLC401(k)

CENTRAL INVESTMENT LLC THRIFT SAVINGS 401(K) RETIREMENT PLAN · CINCINNATI, OH · plan year 2022

Reported admin expense ratio · 2022
0.14%

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

Central Investment LLC reported $20,056 in plan administrative expenses for 2022: 0.14% of average plan assets, below the peer median. Employer contributions averaged $1,613 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 3 years on file its reported administrative ratio has held roughly steady near 0.145%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other management of companies employers. By assets it is among the smaller plans on file in Ohio (1,749th of 3,295), and 519th of 786 in management of companies. In 2022, employees put in $2.32 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,933,292
Participants with balances212
Active participants179
Employer contributions$288,760
Employee contributions$668,940
Employer contribution per active participant$1,613
Average account balance$61,006
Benefits paid to participants$1,598,585
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.0M · 159 accts · $226K emplr
2023$12.9M · 199 accts · $261K emplr
2022$12.9M · 212 accts · $289K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,225
Investment management$17,831
Total administrative$20,056
The Central Investment LLC 401(k) match · 2022
Employer contribution per active participant$1,613
Median for plans this size$2,266
2024$2,260 per active participant
2023$1,875 per active participant
2022$1,613 per active participant

Central Investment LLC's 2022 employer contribution ran below the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$18,034 · 0.14%
2023$18,144 · 0.14%
2022$20,056 · 0.14%
Same employer
Similar plansManagement of Companies · Ohio
Guyan International, Inc. OH$20.1M · 0.58%
Dix 1898, Inc. OH$17.2M · 0.41%
Alliance Industries, Inc. OH$16.3M · 0.31%
The Ohio Masonic Home OH$15.8M · 0.73%
Zidian Management Corp. OH$9.9M · 0.10%
Sgb Smit USA Holding Inc. OH$8.1M · 0.01%
Litter Corporation, Inc. OH$8.1M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 432060099 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.