Plan Ledger DOL Form 5500 · updated monthly

Cordental Group Management, LLC401(k)

CORDENTAL GROUP MANAGEMENT, LLC 401(K) PLAN · CINCINNATI, OH · plan year 2024

Reported admin expense ratio · 2024
0.92%

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

Cordental Group Management, LLC reported $252,906 in plan administrative expenses for 2024: 0.92% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,138 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 0.66% to 0.92%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 988th-largest of 3,295 plans among Ohio employers on file, and the 457th of 2,534 in administrative & support services. In 2024, employees put in $4.88 for every $1.00 the employer contributed; active participation has grown from 478 to 549 since 2022.

Plan summary
Net assets, end of year$29,523,880
Participants with balances646
Active participants549
Employer contributions$624,581
Employee contributions$3,047,780
Employer contribution per active participant$1,138
Average account balance$45,703
Benefits paid to participants$3,161,832
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$29.5M · 646 accts · $625K emplr
2023$25.5M · 638 accts · $501K emplr
2022$20.4M · 668 accts · $483K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$96,220
Investment management$72,552
Total administrative$252,906
The Cordental Group Management, LLC 401(k) match · 2024
Employer contribution per active participant$1,138
Median for plans this size$2,416
2024$1,138 per active participant
2023$1,012 per active participant
2022$1,010 per active participant

Cordental Group Management, LLC'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 · 20244
HAUSER RETIREMENT SOLUTIONS 2 LLC · Investment advisory (plan)$53,980
ASCENSUS HOLDINGS · Contract administrator$51,577
EMPOWER ADVISORY GROUP, LLC · Investment management$18,572

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$252,906 · 0.92%
2023$142,327 · 0.62%
2022$145,185 · 0.66%
Same employer
Similar plansAdministrative & Support Services · Ohio
Vns Federal Services, LLC OH$34.1M · 0.22%
Trustaff Management, Inc. OH$32.1M · 0.52%
Divisions, Inc. OH$30.4M · 0.35%
Oriana House, Inc. OH$24.5M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 384036446 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.