Plan Ledger DOL Form 5500 · updated monthly

Fischer Management, LLC401(k)

FISCHER HOMES 401(K) PROFIT PLUS PLAN AND TRUST · ERLANGER, KY · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Fischer Management, LLC reported $108,110 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $7,237 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 0.14% to 0.12%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 88th-largest of 871 plans among Kentucky employers on file, and the 641st of 5,337 in construction. In 2024, employees put in $1.10 for every $1.00 the employer contributed; active participation has grown from 760 to 869 since 2022.

Plan summary
Net assets, end of year$94,697,261
Participants with balances1,094
Active participants869
Employer contributions$6,289,107
Employee contributions$6,918,834
Employer contribution per active participant$7,237
Average account balance$86,561
Benefits paid to participants$8,479,604
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$94.7M · 1,094 accts · $6.3M emplr
2023$78.8M · 964 accts · $6.8M emplr
2022$68.3M · 947 accts · $5.6M emplr
Administrative expenses, itemized · 2024
Investment management$49,837
Trustee / custodial$20,823
Total administrative$108,110
The Fischer Management, LLC 401(k) match · 2024
Employer contribution per active participant$7,237
Median for plans this size$3,635
2024$7,237 per active participant
2023$8,379 per active participant
2022$7,402 per active participant

Fischer Management, LLC's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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
PENSION CORPORATION OF AMERICA · Contract administrator · Recordkeeping$37,450
PCA INVESTMENT ADVISORY SERVICES · Investment advisory (plan)$49,837
CHARLES SCHWAB TRUST BANK · Investment management$20,823

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

Recordkeeper by year2
2024PENSION CORPORATION OF AMERICA
2023PENSION CORPORATION OF AMERICA

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

Administrative cost history3
2024$108,110 · 0.12%
2023$109,667 · 0.15%
2022$100,897 · 0.14%
Same employer
Similar plansConstruction · Kentucky
Gray Construction, Inc KY$208.6M · 0.15%
Gray, Inc. KY$177.4M · 0.19%
The Drees Company KY$159.8M · 0.14%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 610990213 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.