Plan Ledger DOL Form 5500 · updated monthly

Exacta Land Surveyors, LLC401(k)

EXACTA LAND SURVEYORS 401(K) PLAN · CLEVELAND, OH · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

Exacta Land Surveyors, LLC reported $26,651 in plan administrative expenses for 2024: 0.47% of average plan assets, below the peer median. Employer contributions averaged $890 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 0.13% to 0.47%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Ohio (2,367th of 3,295), and 9,236th of 11,654 in professional & technical services. In 2024, employees put in $3.32 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,432,922
Participants with balances288
Active participants381
Employer contributions$339,066
Employee contributions$1,124,627
Employer contribution per active participant$890
Average account balance$22,337
Benefits paid to participants$474,885
Plan auditUnmodified (clean) audit opinion
AuditorD'AMICO WAWRIN & COMPANY CPAS,
Plan history3
Yearassets · accounts · employer contribution
2024$6.4M · 288 accts · $339K emplr
2023$4.9M · 270 accts · $261K emplr
2022$3.3M · 205 accts · $147K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,589
Investment management$7,708
Trustee / custodial$10,354
Total administrative$26,651
The Exacta Land Surveyors, LLC 401(k) match · 2024
Employer contribution per active participant$890
Median for plans this size$1,313
2024$890 per active participant
2023$679 per active participant
2022$382 per active participant

Exacta Land Surveyors, LLC's 2024 employer contribution ran below the $1,313 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 · 20245
BOKF, NA · Custodial (securities) · Trustee$10,354
MMA SECURITIES LLC · Investment advisory (plan)$7,000
EMPOWER ADVISORY GROUP, LLC · Investment management$708
MARSH & MCLENNAN COMPANIES INC · Investment advisory (plan)indirect comp

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$26,651 · 0.47%
2023$12,361 · 0.30%
2022$4,220 · 0.13%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 833240294 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.