Plan Ledger DOL Form 5500 · updated monthly

E&H Family Group, Inc.401(k)

E&H FAMILY GROUP, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN · WOOSTER, OH · plan year 2024

Reported admin expense ratio · 2024
0.52%

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

E&H Family Group, Inc. reported $38,382 in plan administrative expenses for 2024: 0.52% of average plan assets, below the peer median. Employer contributions averaged $493 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 0.61% to 0.52%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Ohio (2,237th of 3,295), and 3,157th of 5,215 in retail trade. In 2024, employees put in $2.34 for every $1.00 the employer contributed; active participation has grown from 227 to 407 since 2022.

Plan summary
Net assets, end of year$7,540,356
Participants with balances469
Active participants407
Employer contributions$200,762
Employee contributions$468,875
Employer contribution per active participant$493
Average account balance$16,078
Benefits paid to participants$1,409,421
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$7.5M · 469 accts · $201K emplr
2023$7.3M · 536 accts · $155K emplr
2022$6.9M · 354 accts · $47K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,103
Investment management$9,279
Total administrative$38,382
The E&H Family Group, Inc. 401(k) match · 2024
Employer contribution per active participant$493
Median for plans this size$1,313
2024$493 per active participant
2023$380 per active participant
2022$206 per active participant

E&H Family Group, 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 · 20243
ONEAMERICA RETIREMENT SERVICES LLC · Recordkeeping · Loan processing$29,103
UBS FINANCIAL SERVICES, INC. · Investment management$5,529
MATRIX TRUST COMPANY · Custodial (securities) · Trusteeindirect comp

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$38,382 · 0.52%
2023$43,556 · 0.61%
2022$48,489 · 0.61%
Similar plansRetail Trade · Ohio
Marco's Franchising, LLC OH$7.8M · 0.60%
Cronin Auto, Inc. OH$7.7M · 0.61%
Coler Healthcare, LTD. OH$7.4M · 0.33%
Krieger Ford, Inc OH$7.3M · 1.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 452159221 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.