Plan Ledger DOL Form 5500 · updated monthly

Drs. Frankel & Puhl, Inc.401(k)

FRANKEL FAMILY & COSMETIC DENTISTRY RETIREMENT & SAVINGS PLAN · TOLEDO, OH · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Drs. Frankel & Puhl, Inc. reported $2,950 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $760 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 health care & social assistance employers. By assets it is among the smaller plans on file in Ohio (2,663rd of 3,295), and 8,450th of 11,911 in health care & social assistance. In 2024, employees put in $3.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,141,965
Participants with balances190
Active participants213
Employer contributions$161,867
Employee contributions$516,500
Employer contribution per active participant$760
Average account balance$21,800
Benefits paid to participants$188,426
Plan auditUnmodified (clean) audit opinion
AuditorGPQ PARTNERS, LLC
The Drs. Frankel & Puhl, Inc. 401(k) match · 2024
Employer contribution per active participant$760
Median for plans this size$1,313

Drs. Frankel & Puhl, Inc.'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.

Administrative cost history1
2024$2,950 · 0.08%
All plans at this employer2
FRANKEL FAMILY & COSMETIC DENTISTRY RETIREMENT & SAVINGS PLAN401(k)
FRANKEL & PUHL EMPLOYEE STOCK OWNERSHIP PLAN401(k) + ESOP (KSOP)
Similar plansHealth Care & Social Assistance · Ohio

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Source: U.S. Department of Labor, Form 5500 series, EIN 341899486 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.