Plan Ledger DOL Form 5500 · updated monthly

Glantz Holdings, Inc.401(k)

GLANTZ HOLDINGS, INC. 401(K) PROFIT SHARING AND SAVINGS PLAN · LOUISVILLE, KY · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

Glantz Holdings, Inc. reported $69,318 in plan administrative expenses for 2024: 0.50% of average plan assets, higher than ~75% of peers. Employer contributions averaged $460 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 3 years on file its reported administrative ratio has held roughly steady near 0.50%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 361st-largest of 871 plans among Kentucky employers on file, and 2,356th of 4,246 in wholesale trade. In 2024, employees put in $6.33 for every $1.00 the employer contributed; active participation has grown from 227 to 294 since 2022.

Plan summary
Net assets, end of year$15,061,270
Participants with balances193
Active participants294
Employer contributions$135,122
Employee contributions$855,081
Employer contribution per active participant$460
Average account balance$78,038
Benefits paid to participants$672,166
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.1M · 193 accts · $135K emplr
2023$12.8M · 194 accts · $119K emplr
2022$10.1M · 178 accts · $106K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$69,318
Total administrative$69,318
The Glantz Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$460
Median for plans this size$2,416
2024$460 per active participant
2023$469 per active participant
2022$469 per active participant

Glantz Holdings, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20241
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$3,094

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$69,318 · 0.50%
2023$58,032 · 0.51%
2022$58,435 · 0.52%
Same employer
Similar plansWholesale Trade · Kentucky
Plumbers Supply Co. KY$23.6M · 0.49%
Used-Car-Parts.com, Inc. KY$17.9M · 0.43%
Kentucky Eagle, Inc. KY$15.0M · 0.01%
Creation Gardens, Inc. KY$13.5M · 0.80%

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Source: U.S. Department of Labor, Form 5500 series, EIN 131912382 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.