Plan Ledger DOL Form 5500 · updated monthly

Coleman Professional Services Inc.403(b)

COLEMAN PROFESSIONAL SERVICES EMPLOYEES 403B PLAN · KENT, OH · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Coleman Professional Services Inc. reported $48,279 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $941 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 0.28% to 0.30%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,391st-largest of 3,295 plans among Ohio employers on file, and the 3,860th of 11,911 in health care & social assistance. In 2024, employees put in $2.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,770,688
Participants with balances1,112
Active participants909
Employer contributions$855,426
Employee contributions$1,737,974
Employer contribution per active participant$941
Average account balance$16,880
Benefits paid to participants$3,867,912
Plan auditUnmodified (clean) audit opinion
AuditorCITRON COOPERMAN & COMPANY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$18.8M · 1,112 accts · $855K emplr
2023$13.7M · 922 accts · $146K emplr
2022$11.9M · 1,040 accts · $345K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,576
Investment management$40,147
Audit (IQPA)$1,556
Total administrative$48,279
Employer contributions to the Coleman Professional Services Inc. plan · 2024
Employer contribution per active participant$941
Median for plans this size$2,416
2024$941 per active participant
2023$163 per active participant
2022$399 per active participant

Coleman Professional Services Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$8,154
CBIZ INVESTMENT ADVISORY · Investment advisory (participants) · Investment advisory (plan)$40,147

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$48,279 · 0.30%
2023$45,130 · 0.35%
2022$34,459 · 0.28%
All plans at this employer2
COLEMAN PROFESSIONAL SERVICES EMPLOYEES PENSION PLANMoney purchase plan
COLEMAN PROFESSIONAL SERVICES EMPLOYEES 403B PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · Ohio
The Buckeye Ranch OH$19.6M · 0.40%
Pediatric Associates, Inc. OH$19.0M · 0.15%
Southeast, Inc. OH$18.9M · 0.52%
O'Neill Management, LLC OH$18.1M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341240178 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.