Plan Ledger DOL Form 5500 · updated monthly

Cwi Gifts401(k)

CWI GIFTS 401K PROFIT SHARING PLAN · GROVEPORT, OH · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Cwi Gifts reported $11,256 in plan administrative expenses for 2024: 0.34% of average plan assets, below the peer median. Employer contributions averaged $998 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Ohio (2,760th of 3,295), and 10,314th of 11,654 in professional & technical services. In 2024, employees put in $1.60 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,612,864
Participants with balances130
Active participants110
Employer contributions$109,801
Employee contributions$175,295
Employer contribution per active participant$998
Average account balance$27,791
Benefits paid to participants$93,008
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,277
Trustee / custodial$979
Total administrative$11,256
The Cwi Gifts 401(k) match · 2024
Employer contribution per active participant$998
Median for plans this size$1,313

Cwi Gifts'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 · 20241
DECIMAL, INC. · Plan administrator · Recordkeeping$10,277

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

Administrative cost history1
2024$11,256 · 0.34%
Same employer
Similar plansProfessional & Technical Services · Ohio
Path Robotics, Inc. OH$4.3M · 1.50%
Pathmark HR, Inc. OH$4.1M · 1.46%
G.K. Packaging, Inc. OH$3.8M · 0.35%
Drips Holdings, LLC OH$3.5M · 0.21%
Holland Management, Inc. OH$3.2M · 1.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311000992 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.