Plan Ledger DOL Form 5500 · updated monthly

Coblentz Distributing, Inc.401(k)

COBLENTZ DISTRIBUTING 401(K) PLAN · MILLERSBURG, OH · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Coblentz Distributing, Inc. reported $49,812 in plan administrative expenses for 2024: 0.43% of average plan assets, above the peer median. Employer contributions averaged $1,321 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 0.37% to 0.43%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Ohio (1,751st of 3,295), and 2,580th of 4,246 in wholesale trade. In 2024, employees put in $2.05 for every $1.00 the employer contributed; active participation has grown from 336 to 387 since 2022.

Plan summary
Net assets, end of year$12,895,566
Participants with balances317
Active participants387
Employer contributions$511,293
Employee contributions$1,046,456
Employer contribution per active participant$1,321
Average account balance$40,680
Benefits paid to participants$610,052
Plan auditUnmodified (clean) audit opinion
AuditorREA AND ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$12.9M · 317 accts · $511K emplr
2023$10.1M · 298 accts · $488K emplr
2022$7.1M · 279 accts · $421K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,601
Investment management$30,211
Total administrative$49,812
The Coblentz Distributing, Inc. 401(k) match · 2024
Employer contribution per active participant$1,321
Median for plans this size$2,416
2024$1,321 per active participant
2023$1,316 per active participant
2022$1,253 per active participant

Coblentz Distributing, Inc.'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 · 20242
HUMMEL WEALTH MANAGEMENT LLC · Investment advisory (plan)$30,211
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$19,601

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$49,812 · 0.43%
2023$51,490 · 0.60%
2022$27,318 · 0.37%
Same employer
Similar plansWholesale Trade · Ohio
World Tire Corporation OH$13.5M · 0.47%
R. S. Hanline & Co., Inc. OH$13.4M · 0.85%
American Interiors, Inc. OH$13.3M · 0.39%
Loth Holdings, LLC OH$12.8M · 0.54%
Phantom Administrative LLC OH$12.7M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341398298 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.