Plan Ledger DOL Form 5500 · updated monthly

Fortney & Weygandt, Inc.401(k)

FORTNEY & WEYGANDT INC. 401(K) PROFIT SHARING PLAN · N OLMSTED, OH · plan year 2022

Reported admin expense ratio · 2022
0.30%

Fortney & Weygandt, Inc. reported $60,206 in plan administrative expenses for 2022: 0.30% of average plan assets, above the peer median. 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 $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other construction employers. By assets it is the 1,398th-largest of 3,295 plans among Ohio employers on file, and the 2,135th of 5,337 in construction.

Plan summary
Net assets, end of year$18,634,855
Participants with balances82
Active participants72
Employer contributions—
Employee contributions$529,123
Employer contribution per active participant—
Average account balance$227,254
Benefits paid to participants$287,253
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$4,456
Investment management$55,725
Total administrative$60,206
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$60,206 · 0.30%
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Rite Rug Company, Inc. OH$18.9M · 0.66%
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Settle Muter Electric OH$18.2M · 0.42%
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Source: U.S. Department of Labor, Form 5500 series, EIN 341264200 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.