Plan Ledger DOL Form 5500 · updated monthly

Gentlebrook401(k)

GENTLEBROOK 401(K) RETIREMENT SAVINGS PLAN · HARTVILLE, OH · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Gentlebrook reported $3,491 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $471 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 0.02% to 0.06%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Ohio (2,394th of 3,295), and 7,247th of 11,911 in health care & social assistance. In 2024, employees put in $2.75 for every $1.00 the employer contributed; active participation has grown from 175 to 251 since 2022.

Plan summary
Net assets, end of year$6,214,258
Participants with balances197
Active participants251
Employer contributions$118,342
Employee contributions$325,021
Employer contribution per active participant$471
Average account balance$31,544
Benefits paid to participants$441,634
Plan auditUnmodified (clean) audit opinion
AuditorHW & CO.
Plan history3
Yearassets · accounts · employer contribution
2024$6.2M · 197 accts · $118K emplr
2023$5.4M · 172 accts · $103K emplr
2022$4.3M · 171 accts · $85K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,491
Total administrative$3,491
The Gentlebrook 401(k) match · 2024
Employer contribution per active participant$471
Median for plans this size$1,313
2024$471 per active participant
2023$597 per active participant
2022$487 per active participant

Gentlebrook's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
CAPITAL BANK & TRUST COMPANY · Recordkeeping · Investment managementindirect comp
RAYMOND JAMES FINANCIAL SERVICES · Investment advisory (plan)indirect comp
CBIZ BENEFITS & INSURANCE SERVICESindirect comp

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

Recordkeeper by year2
2024CAPITAL BANK & TRUST COMPANY
2023CAPITAL BANK & TRUST COMPANY

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

Administrative cost history3
2024$3,491 · 0.06%
2023$909 · 0.02%
2022$982 · 0.02%
Similar plansHealth Care & Social Assistance · Ohio
PLC Employee II LLC. OH$6.3M · 0.73%
Alvis, Inc. OH$6.2M · 1.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237400452 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.