Plan Ledger DOL Form 5500 · updated monthly

Directions Research, Inc.401(k)

DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN · CINCINNATI, OH · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Directions Research, Inc. reported $82,949 in plan administrative expenses for 2024: 0.17% of average plan assets, below the peer median. Employer contributions averaged $3,346 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 3 years on file its reported administrative ratio has held roughly steady near 0.169%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 637th-largest of 3,295 plans among Ohio employers on file, and the 2,662nd of 11,654 in professional & technical services. In 2024, employees put in $3.89 for every $1.00 the employer contributed; active participation has shrunk from 229 to 190 since 2022.

Plan summary
Net assets, end of year$52,467,246
Participants with balances239
Active participants190
Employer contributions$635,781
Employee contributions$2,474,844
Employer contribution per active participant$3,346
Average account balance$219,528
Benefits paid to participants$3,125,257
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$52.5M · 239 accts · $636K emplr
2023$45.7M · 260 accts · $701K emplr
2022$38.0M · 258 accts · $669K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,391
Investment management$56,558
Total administrative$82,949
The Directions Research, Inc. 401(k) match · 2024
Employer contribution per active participant$3,346
Median for plans this size$2,416
2024$3,346 per active participant
2023$3,100 per active participant
2022$2,922 per active participant

Directions Research, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20242
ASCENSUS LLC · Recordkeeping$26,391
MORGAN STANLEY GLOBAL · Investment advisory (plan)$56,558

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

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Administrative cost history3
2024$82,949 · 0.17%
2023$78,628 · 0.19%
2022$72,659 · 0.17%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 311236894 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.