Plan Ledger DOL Form 5500 · updated monthly

Erp Analysts, Inc.401(k)

ERP ANALYSTS, INC. 401(K) PROFIT SHARING PLAN & TRUST · DUBLIN, OH · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Erp Analysts, Inc. reported $93,108 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $3,524 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 0.60% to 0.34%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 946th-largest of 3,295 plans among Ohio employers on file, and the 4,038th of 11,654 in professional & technical services. In 2024, employees put in $2.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$31,245,964
Participants with balances366
Active participants416
Employer contributions$1,466,091
Employee contributions$3,040,995
Employer contribution per active participant$3,524
Average account balance$85,371
Benefits paid to participants$2,807,719
Plan auditUnmodified (clean) audit opinion
AuditorWHALEN & COMPANY CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$31.2M · 366 accts · $1.5M emplr
2023$23.7M · 337 accts · $1.4M emplr
2022$16.3M · 318 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$93,108
Total administrative$93,108
The Erp Analysts, Inc. 401(k) match · 2024
Employer contribution per active participant$3,524
Median for plans this size$2,416
2024$3,524 per active participant
2023$3,093 per active participant
2022$3,607 per active participant

Erp Analysts, Inc.'s 2024 employer contribution ran above the $2,416 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.

Service providers · 20242
RETIREMENT PLANS, INC. · Recordkeeping · Loan processing$65,222
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$34,606

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

Recordkeeper by year2
2024RETIREMENT PLANS, INC., Transamerica
2023RETIREMENT PLANS, INC., Transamerica

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

Administrative cost history3
2024$93,108 · 0.34%
2023$85,041 · 0.43%
2022$94,585 · 0.60%
Same employer
Similar plansProfessional & Technical Services · Ohio
Claritas, LLC OH$32.3M
Klarna, Inc. OH$32.1M · 0.23%
Alexander & Associates Co. OH$32.1M · 0.28%
Marcus Thomas, LLC OH$30.3M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311688884 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.