Plan Ledger DOL Form 5500 · updated monthly

Englefield, Inc.401(k)

ENGLEFIELD, INC. SAVINGS AND RETIREMENT 401(K) PLAN · HEATH, OH · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Englefield, Inc. reported $64,621 in plan administrative expenses for 2024: 0.43% of average plan assets, above the peer median. Employer contributions averaged $211 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 0.40% to 0.43%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 1,545th-largest of 3,295 plans among Ohio employers on file, and the 1,810th of 5,215 in retail trade. In 2024, employees put in $6.97 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,982,128
Participants with balances239
Active participants609
Employer contributions$128,638
Employee contributions$896,546
Employer contribution per active participant$211
Average account balance$66,871
Benefits paid to participants$1,309,547
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.0M · 239 accts · $129K emplr
2023$14.2M · 234 accts · $120K emplr
2022$13.3M · 244 accts · $111K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,890
Investment management$26,731
Total administrative$64,621
The Englefield, Inc. 401(k) match · 2024
Employer contribution per active participant$211
Median for plans this size$2,416
2024$211 per active participant
2023$203 per active participant
2022$189 per active participant

Englefield, Inc.'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 · 20243
ADP, INC. · Loan processing · Recordkeeping$37,890
LPL FINANCIAL · Recordkeeping · Trustee$26,731
ADP BROKER-DEALERindirect 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
2024ADP, LPL Financial
2023ADP, LPL Financial

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

Administrative cost history3
2024$64,621 · 0.43%
2023$62,381 · 0.45%
2022$60,228 · 0.40%
Same employer
Similar plansRetail Trade · Ohio
Ecs Tuning, LLC OH$16.8M · 0.19%
Blue Technologies, Inc. OH$16.3M · 0.41%
McCluskey Chevrolet, Inc. OH$16.2M · 0.38%
Valley Ford Truck, Inc. OH$15.2M · 0.25%
Dave White Chevrolet, Inc. OH$15.0M · 0.66%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311248972 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.