Plan Ledger DOL Form 5500 · updated monthly

Clark Grave Vault Company401(k)

CLARK GRAVE VAULT COMPANY EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST · COLUMBUS, 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

Clark Grave Vault Company reported $46,482 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $2,284 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 0.251%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,344th-largest of 3,295 plans among Ohio employers on file, and the 6,028th of 13,661 in manufacturing. In 2024, employees put in $1.24 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,497,450
Participants with balances115
Active participants98
Employer contributions$223,801
Employee contributions$278,537
Employer contribution per active participant$2,284
Average account balance$169,543
Benefits paid to participants$868,080
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$19.5M · 115 accts · $224K emplr
2023$17.6M · 118 accts · $207K emplr
2022$15.1M · 113 accts · $207K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,625
Investment management$36,024
Total administrative$46,482
The Clark Grave Vault Company 401(k) match · 2024
Employer contribution per active participant$2,284
Median for plans this size$2,416
2024$2,284 per active participant
2023$2,048 per active participant
2022$2,072 per active participant

Clark Grave Vault Company'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 FINANCIAL SERVICES · Investment advisory (plan)$36,024
CLARK GRAVE VAULT COMPANY$8,833
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$1,625

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$46,482 · 0.25%
2023$43,905 · 0.27%
2022$43,521 · 0.25%
Same employer
Similar plansManufacturing · Ohio
Tfp Corporation OH$19.8M · 0.23%
Coastal Pet Products, Inc. OH$19.5M · 0.39%
The Great Lakes Brewing Co. OH$19.5M · 0.43%
Sifco Industries, Inc. OH$19.4M · 0.35%
Haag-Streit USA, Inc. OH$19.4M · 0.12%
Etp International Inc. OH$19.4M · 0.22%
Tronair, Inc. OH$19.3M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 314149350 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.