Plan Ledger DOL Form 5500 · updated monthly

Coler Healthcare, LTD.401(k)

COLER HEALTHCARE 401(K) PLAN · ZANESVILLE, OH · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Coler Healthcare, LTD. reported $22,210 in plan administrative expenses for 2024: 0.33% of average plan assets, below the peer median. Employer contributions averaged $1,298 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 0.33%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Ohio (2,255th of 3,295), and 3,197th of 5,215 in retail trade. In 2024, employees put in $2.51 for every $1.00 the employer contributed; active participation has grown from 128 to 158 since 2022.

Plan summary
Net assets, end of year$7,352,502
Participants with balances120
Active participants158
Employer contributions$205,148
Employee contributions$515,437
Employer contribution per active participant$1,298
Average account balance$61,271
Benefits paid to participants$156,476
Plan auditUnmodified (clean) audit opinion
AuditorSEO CPA GROUP, LTD
Plan history3
Yearassets · accounts · employer contribution
2024$7.4M · 120 accts · $205K emplr
2023$5.9M · 103 accts · $216K emplr
2022$4.5M · 93 accts · $185K emplr
The Coler Healthcare, LTD. 401(k) match · 2024
Employer contribution per active participant$1,298
Median for plans this size$1,313
2024$1,298 per active participant
2023$1,469 per active participant
2022$1,445 per active participant

Coler Healthcare, LTD.'s 2024 employer contribution ran below the $1,313 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
WELLS FARGO CLEARING SERVICES LLC · Investment advisory (plan)$15,692
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$6,011
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$507

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$22,210 · 0.33%
2023$17,087 · 0.33%
2022$15,815 · 0.34%
Same employer
Similar plansRetail Trade · Ohio
E&H Family Group, Inc. OH$7.5M · 0.52%
Krieger Ford, Inc OH$7.3M · 1.11%
Ziegler Companies OH$6.9M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 823631052 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.