Plan Ledger DOL Form 5500 · updated monthly

Columbiana Foods, Inc.401(k)

COLUMBIANA FOODS, INC. 401K PROFIT SHARING PLAN · YOUNGSTOWN, OH · plan year 2024

Reported admin expense ratio · 2024
0.72%

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

Columbiana Foods, Inc. reported $28,653 in plan administrative expenses for 2024: 0.72% of average plan assets, above the peer median. Employer contributions averaged $493 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 0.56% to 0.72%. 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 (2,666th of 3,295), and 4,013th of 5,215 in retail trade. In 2024, employees put in $1.43 for every $1.00 the employer contributed; active participation has grown from 156 to 175 since 2022.

Plan summary
Net assets, end of year$4,133,789
Participants with balances84
Active participants175
Employer contributions$86,245
Employee contributions$123,707
Employer contribution per active participant$493
Average account balance$49,212
Benefits paid to participants$331,700
Plan auditUnmodified (clean) audit opinion
AuditorSTELMACK, DOBRANSKY & EANNACE, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$4.1M · 84 accts · $86K emplr
2023$3.8M · 114 accts · $98K emplr
2022$3.4M · 131 accts · $108K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,563
Total administrative$28,653
The Columbiana Foods, Inc. 401(k) match · 2024
Employer contribution per active participant$493
Median for plans this size$1,313
2024$493 per active participant
2023$579 per active participant
2022$695 per active participant

Columbiana Foods, Inc.'s 2024 employer contribution ran below the $1,313 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
JOHN HANCOCK USA · Recordkeeping · Investment management$2,946
CETERA ADVISOR NETWORK LLC · Investment advisory (participants)$10,115

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$28,653 · 0.72%
2023$23,663 · 0.66%
2022$21,891 · 0.56%
Similar plansRetail Trade · Ohio
Gilligan Company OH$4.1M · 0.23%
Vance Outdoors, Inc. OH$3.8M · 0.44%
West Point Optical, LLC OH$3.7M · 1.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341237952 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.