Plan Ledger DOL Form 5500 · updated monthly

Ceso, Inc.401(k)

LEADWISE 401(K) PLAN · MIAMISBURG, OH · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Ceso, Inc. reported $93,268 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $3,630 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 0.28% to 0.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 731st-largest of 3,295 plans among Ohio employers on file, and the 3,093rd of 11,654 in professional & technical services. In 2024, employees put in $2.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$43,423,165
Participants with balances583
Active participants460
Employer contributions$1,669,615
Employee contributions$4,020,968
Employer contribution per active participant$3,630
Average account balance$74,482
Benefits paid to participants$3,987,384
Plan auditUnmodified (clean) audit opinion
AuditorBRADY, WARE & SCHOENFELD, INC.
Plan history3
Yearassets · accounts · employer contribution
2024$43.4M · 583 accts · $1.7M emplr
2023$32.1M · 553 accts · $1.5M emplr
2022$24.8M · 584 accts · $1.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$70,768
Investment management$22,500
Total administrative$93,268
The Ceso, Inc. 401(k) match · 2024
Employer contribution per active participant$3,630
Median for plans this size$2,416
2024$3,630 per active participant
2023$3,920 per active participant
2022$3,982 per active participant

Ceso, Inc.'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 · 20242
IRONSHORE FINANCIAL, LLC · Investment advisory (plan)$22,500

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$93,268 · 0.25%
2023$72,138 · 0.25%
2022$67,800 · 0.28%
Similar plansProfessional & Technical Services · Ohio
Ms Consultants, Inc. OH$44.2M · 0.20%
Prime Ae Group, Inc. OH$44.0M · 0.11%
Ct Consultants, Inc. OH$42.8M · 0.16%
G2O, LLC OH$42.1M · 0.07%
Ues, Inc. OH$42.0M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311229907 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.