Plan Ledger DOL Form 5500 · updated monthly

Clark, Schaefer, Hackett & Co.401(k)

CLARK, SCHAEFER, HACKETT & CO. PROFIT SHARING RETIREMENT PLAN (WITH 401(K) PROVISIONS) · DAYTON, OH · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Clark, Schaefer, Hackett & Co. reported $194,523 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $6,689 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 0.16% to 0.15%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 293rd-largest of 3,295 plans among Ohio employers on file, and the 1,149th of 11,654 in professional & technical services. In 2024, employees put in $1.44 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$136,413,838
Participants with balances688
Active participants540
Employer contributions$3,612,020
Employee contributions$5,201,496
Employer contribution per active participant$6,689
Average account balance$198,276
Benefits paid to participants$10,588,564
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$136.4M · 688 accts · $3.6M emplr
2023$121.2M · 762 accts · $3.5M emplr
2022$104.5M · 685 accts · $3.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$68,034
Investment management$126,489
Total administrative$194,523
The Clark, Schaefer, Hackett & Co. 401(k) match · 2024
Employer contribution per active participant$6,689
Median for plans this size$3,635
2024$6,689 per active participant
2023$6,209 per active participant
2022$5,659 per active participant

Clark, Schaefer, Hackett & Co.'s 2024 employer contribution ran above the $3,635 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
EMPOWER ADVISORY GROUP, LLC · Investment management$83,999
MARINER WEALTH ADVISORS, LLC · Investment advisory (plan)$45,873

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$194,523 · 0.15%
2023$131,047 · 0.12%
2022$185,022 · 0.16%
Same employer
Similar plansProfessional & Technical Services · Ohio
Park Place Technologies, LLC OH$152.6M · 0.26%
Medvet, Inc. OH$146.7M · 0.22%
McDonald Hopkins LLC OH$139.7M · 0.13%
Roetzel & Andress, L.P.A. OH$138.9M · 0.09%
The Rovisys Company OH$136.3M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 310800053 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.