Plan Ledger DOL Form 5500 · updated monthly

Franklin County Historical Society dba Cosi401(k)

THE RETIREMENT PLAN FOR THE TEAM MEMBERS OF COSI · COLUMBUS, OH · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Franklin County Historical Society dba Cosi reported $22,652 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $3,425 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 0.23% to 0.21%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Ohio (1,834th of 3,295), and the 610th of 1,311 in arts, entertainment & recreation. In 2024, the employer put in $1.10 for every $1.00 employees contributed themselves; active participation has grown from 80 to 172 since 2022.

Plan summary
Net assets, end of year$11,838,047
Participants with balances237
Active participants172
Employer contributions$589,164
Employee contributions$534,324
Employer contribution per active participant$3,425
Average account balance$49,950
Benefits paid to participants$373,555
Plan auditUnmodified (clean) audit opinion
AuditorREA & ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$11.8M · 237 accts · $589K emplr
2023$9.7M · 123 accts · $384K emplr
2022$7.7M · 214 accts · $167K emplr
The Franklin County Historical Society dba Cosi 401(k) match · 2024
Employer contribution per active participant$3,425
Median for plans this size$2,416
2024$3,425 per active participant
2023$2,359 per active participant
2022$2,091 per active participant

Franklin County Historical Society dba Cosi's 2024 employer contribution ran above the $2,416 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 · 20241
NATIONWIDE INSURANCE · Recordkeeping · Trustee$22,652

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

Recordkeeper by year2
2024Nationwide
2023Nationwide

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

Administrative cost history3
2024$22,652 · 0.21%
2023$23,739 · 0.27%
2022$20,672 · 0.23%
Same employer
Similar plansArts, Entertainment & Recreation · Ohio
Holden Arboretum OH$9.5M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 314383802 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.