Plan Ledger DOL Form 5500 · updated monthly

Fath Management Company401(k)

FATH MANAGEMENT COMPANY RETIREMENT SAVINGS PLAN · CINCINNATI, OH · plan year 2022

Reported admin expense ratio · 2022
0.48%

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

Fath Management Company reported $27,676 in plan administrative expenses for 2022: 0.48% of average plan assets, below the peer median. Employer contributions averaged $494 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Ohio (2,499th of 3,295), and 1,477th of 2,096 in real estate & leasing. In 2022, employees put in $5.26 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,322,822
Participants with balances99
Active participants161
Employer contributions$79,520
Employee contributions$417,936
Employer contribution per active participant$494
Average account balance$53,766
Benefits paid to participants$596,596
Plan auditUnmodified (clean) audit opinion
AuditorBURKE & SCHINDLER PLL
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$7,512
Investment management$12,991
Total administrative$27,676
The Fath Management Company 401(k) match · 2022
Employer contribution per active participant$494
Median for plans this size$1,114

Fath Management Company's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$27,676 · 0.48%
Same employer
Similar plansReal Estate & Leasing · Ohio
Amsdell Companies LLC OH$6.3M · 0.29%
Pacaso OH$5.5M · 0.10%
Plk Communities LLC OH$5.2M · 0.15%
Thrive Companies OH$4.5M · 0.96%
T & R Properties Inc. OH$4.3M · 0.82%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311257667 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.