Plan Ledger DOL Form 5500 · updated monthly

Earley & Ross LTD401(k)

EARLEY & ROSS 401(K) PLAN · SABINA, OH · plan year 2022

Reported admin expense ratio · 2022
0.07%

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

Earley & Ross LTD reported $6 in plan administrative expenses for 2022: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $21 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Ohio (3,290th of 3,295), and 11,874th of 11,911 in health care & social assistance. In 2022, employees put in $1.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,965
Participants with balances5
Active participants173
Employer contributions$3,702
Employee contributions$5,216
Employer contribution per active participant$21
Average account balance$1,793
Plan auditUnmodified (clean) audit opinion
AuditorPENNY MOORE, CPA
The Earley & Ross LTD 401(k) match · 2022
Employer contribution per active participant$21
Median for plans this size$331

Earley & Ross LTD's 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$6 · 0.07%
Similar plansHealth Care & Social Assistance · Ohio
Sincere Home Care LLC NY$10K · 25.82%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311745540 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.