Plan Ledger DOL Form 5500 · updated monthly

Evans, Mechwart, Hambleton & Tilton, Inc.401(k)

EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN · NEW ALBANY, OH · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Evans, Mechwart, Hambleton & Tilton, Inc. reported $138,805 in plan administrative expenses for 2024: 0.23% of average plan assets, above the peer median. Employer contributions averaged $3,690 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 0.25% to 0.23%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 514th-largest of 3,295 plans among Ohio employers on file, and the 2,163rd of 11,654 in professional & technical services. In 2024, employees put in $2.48 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$66,389,779
Participants with balances385
Active participants323
Employer contributions$1,191,968
Employee contributions$2,952,054
Employer contribution per active participant$3,690
Average account balance$172,441
Benefits paid to participants$3,087,035
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$66.4M · 385 accts · $1.2M emplr
2023$56.8M · 389 accts · $1.1M emplr
2022$46.2M · 387 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$138,805
Total administrative$138,805
The Evans, Mechwart, Hambleton & Tilton, Inc. 401(k) match · 2024
Employer contribution per active participant$3,690
Median for plans this size$3,635
2024$3,690 per active participant
2023$3,524 per active participant
2022$3,278 per active participant

Evans, Mechwart, Hambleton & Tilton, Inc.'s 2024 employer contribution ran above the $3,635 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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$61,971
LPL FINANCIAL CORPORATION RPCP · Investment advisory (plan)$76,830

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$138,805 · 0.23%
2023$124,398 · 0.24%
2022$127,093 · 0.25%
Same employer
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Avaap USA, LLC OH$69.0M · 0.20%
Command Alkon Incorporated OH$68.8M · 0.16%
Graydon Head & Ritchey LLP OH$68.5M · 0.32%
Meaden & Moore, LLP OH$65.7M · 0.12%
Frontier Technology, Inc. OH$62.0M · 0.59%
Sierra Lobo, Inc. OH$61.7M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 310685594 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.