Plan Ledger DOL Form 5500 · updated monthly

Custom Assembly, Inc.401(k)

CUSTOM ASSEMBLY, INC. 401(K) RETIREMENT PLAN · HAVILAND, OH · plan year 2024

Reported admin expense ratio · 2024
2.17%

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

Custom Assembly, Inc. reported $115,576 in plan administrative expenses for 2024: 2.17% of average plan assets, higher than ~90% of peers. Employer contributions averaged $555 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 2.01% to 2.17%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Ohio (2,462nd of 3,295), and 1,552nd of 2,677 in transportation & warehousing. In 2024, employees put in $3.43 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,607,451
Participants with balances405
Active participants384
Employer contributions$213,021
Employee contributions$730,118
Employer contribution per active participant$555
Average account balance$13,846
Benefits paid to participants$1,084,827
Plan auditUnmodified (clean) audit opinion
AuditorSHULTZ HUBER & ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$5.6M · 405 accts · $213K emplr
2023$5.1M · 460 accts · $299K emplr
2022$3.8M · 440 accts · $257K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,177
Trustee / custodial$90,399
Total administrative$115,576
The Custom Assembly, Inc. 401(k) match · 2024
Employer contribution per active participant$555
Median for plans this size$1,313
2024$555 per active participant
2023$762 per active participant
2022$678 per active participant

Custom Assembly, 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 · 20241

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$115,576 · 2.17%
2023$104,054 · 2.35%
2022$76,735 · 2.01%
Same employer
Similar plansTransportation & Warehousing · Ohio
Odw Lts, LLC OH$6.8M · 0.80%
Cdc Distributors, Inc. OH$6.7M · 0.97%
Ease Logistics OH$6.1M · 0.70%
M.C. Tank Transport, Inc. OH$5.8M · 0.03%
Faro Services, Inc. OH$5.1M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341466007 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.