Plan Ledger DOL Form 5500 · updated monthly

Easter Seals Tristate LLC401(k)

EASTER SEALS TRISTATE LLC 401(K) RETIREMENT PLAN · CINCINNATI, OH · plan year 2024

Reported admin expense ratio · 2024
0.63%

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

Easter Seals Tristate LLC reported $70,544 in plan administrative expenses for 2024: 0.63% of average plan assets, higher than ~90% of peers. Employer contributions averaged $492 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 rose from 0.02% to 0.63%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Ohio (1,886th of 3,295), and the 5,373rd of 11,911 in health care & social assistance. In 2024, employees put in $1.75 for every $1.00 the employer contributed; active participation has grown from 263 to 625 since 2022.

Plan summary
Net assets, end of year$11,224,378
Participants with balances403
Active participants625
Employer contributions$307,479
Employee contributions$537,554
Employer contribution per active participant$492
Average account balance$27,852
Benefits paid to participants$2,109,867
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.2M · 403 accts · $307K emplr
2023$11.0M · 375 accts · $225K emplr
2022$6.9M · 269 accts · $149K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$70,544
Total administrative$70,544
The Easter Seals Tristate LLC 401(k) match · 2024
Employer contribution per active participant$492
Median for plans this size$2,416
2024$492 per active participant
2023$408 per active participant
2022$565 per active participant

Easter Seals Tristate LLC's 2024 employer contribution ran below the $2,416 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 · 20244
TRUEPOINT INC · Investment advisory (plan)$44,826
SCHNEIDER MALE & STRAKOWSKI · Contract administrator$4,588
EMPOWER ADVISORY GROUP, LLC · Investment management$1,843

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

Administrative cost history3
2024$70,544 · 0.63%
2023$7,960 · 0.09%
2022$1,594 · 0.02%
Same employer
Similar plansHealth Care & Social Assistance · Ohio
Arc Health Opco, LLC OH$11.5M · 0.26%
Five Rivers Health Centers OH$11.3M · 0.69%

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Source: U.S. Department of Labor, Form 5500 series, EIN 310873433 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.