Plan Ledger DOL Form 5500 · updated monthly

Goettle Holding Company, Inc.ESOP

GOETTLE EMPLOYEE STOCK OWNERSHIP PLAN · CINCINNATI, OH · plan year 2023

Reported admin expense ratio · 2023
0.05%

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

Goettle Holding Company, Inc. reported $20,282 in plan administrative expenses for 2023: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $13,661 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 1 year on file its reported administrative ratio rose from 0.04% to 0.05%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other construction employers. By assets it is the 725th-largest of 3,295 plans among Ohio employers on file, and the 1,160th of 5,337 in construction.

Plan summary
Net assets, end of year$43,909,629
Participants with balances199
Active participants183
Employer contributions$2,500,000
Employee contributions—
Employer contribution per active participant$13,661
Average account balance$220,651
Benefits paid to participants$472,357
Plan auditUnmodified (clean) audit opinion
AuditorBARNES DENNIG & COMPANY LTD
Plan history2
Yearassets · accounts · employer contribution
2023$43.9M · 199 accts · $2.5M emplr
2022$36.7M · 177 accts · $2.5M emplr
Administrative expenses, itemized · 2023
Trustee / custodial$20,282
Total administrative$20,282
Employer contributions to the Goettle Holding Company, Inc. plan · 2023
Employer contribution per active participant$13,661
Median for plans this size$2,440
2023$13,661 per active participant
2022$14,970 per active participant

Goettle Holding Company, Inc.'s 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
UBS · Investment management$20,102

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

Administrative cost history2
2023$20,282 · 0.05%
2022$12,181 · 0.04%
All plans at this employer2
GOETTLE EMPLOYEE STOCK OWNERSHIP PLANESOP
RICHARD GOETTLE, INC. 401(K) PLAN401(k)
Similar plansConstruction · Ohio
George J. Igel & Co., Inc. OH$46.9M · 0.35%
Prus Construction Company OH$45.6M · 0.21%
Lake Erie Construction Co. OH$44.6M · 0.07%
Denier Electric Co., Inc. OH$43.7M · 0.23%
The K Company, Inc. OH$41.8M · 0.03%
Claypool Electric, Inc OH$41.6M · 0.11%
Schumacher Homes, Inc. OH$41.6M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 310589745 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.