Plan Ledger DOL Form 5500 · updated monthly

Curtis Green and Clay Green Inc401(k)

CURTIS GREEN AND CLAY GREEN 401(K) PLAN · LEXINGTON, KY · plan year 2024

Reported admin expense ratio · 2024
0.94%

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

Curtis Green and Clay Green Inc reported $98,651 in plan administrative expenses for 2024: 0.94% of average plan assets, higher than ~90% of peers. Employer contributions averaged $352 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 fell from 1.05% to 0.94%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 433rd-largest of 871 plans among Kentucky employers on file, and the 2,346th of 5,215 in retail trade. In 2024, employees put in $13.60 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,547,325
Participants with balances255
Active participants250
Employer contributions$88,016
Employee contributions$1,197,378
Employer contribution per active participant$352
Average account balance$45,284
Benefits paid to participants$458,065
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.5M · 255 accts · $88K emplr
2023$9.5M · 274 accts · $80K emplr
2022$7.1M · 256 accts · $84K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$62,315
Investment management$36,336
Total administrative$98,651
The Curtis Green and Clay Green Inc 401(k) match · 2024
Employer contribution per active participant$352
Median for plans this size$2,416
2024$352 per active participant
2023$337 per active participant
2022$363 per active participant

Curtis Green and Clay Green 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
ASCENSUS LLC · Recordkeeping$62,316
ONE DIGITAL INVESTMENT ADVISORS · Investment advisory (plan)$33,607

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history3
2024$98,651 · 0.94%
2023$84,836 · 1.02%
2022$79,578 · 1.05%
Same employer
Similar plansRetail Trade · Kentucky
Clay Ingels Co., LLC KY$14.3M · 0.16%
Dan Cummins, Inc. KY$14.3M · 0.68%
Ikeyless, LLC KY$13.6M · 1.03%
Blue Grass Automotive, Inc. KY$10.8M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 610709411 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.