Plan Ledger DOL Form 5500 · updated monthly

Harcatus Tri-County Community401(k)

403(B) THRIFT PLAN OF HARCATUS TRI-COUNTY COMMUNITY ACTION ORGANIZATION · DOVER, OH · plan year 2023

Reported admin expense ratio · 2023
0.03%

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

Harcatus Tri-County Community reported $741 in plan administrative expenses for 2023: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $688 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 0.03% to 0.07%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Ohio (2,900th of 3,295), and 2,706th of 3,341 in other services. In 2023, the employer put in $1.22 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$2,764,401
Participants with balances177
Active participants135
Employer contributions$92,847
Employee contributions$75,873
Employer contribution per active participant$688
Average account balance$15,618
Benefits paid to participants$437,284
Plan auditUnmodified (clean) audit opinion
AuditorS.R. SNODGRASS, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$2.7M · 170 accts · $89K emplr
2023$2.8M · 177 accts · $93K emplr
2022$2.7M · 177 accts · $99K emplr
The Harcatus Tri-County Community 401(k) match · 2023
Employer contribution per active participant$688
Median for plans this size$1,308
2024$700 per active participant
2023$688 per active participant
2022$752 per active participant

Harcatus Tri-County Community's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$742

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history3
2024$1,818 · 0.07%
2023$741 · 0.03%
2022$737 · 0.03%
Same employer
Similar plansOther Services · Ohio
NAVIGATE360, LLC OH$2.9M · 0.21%
Harold J Pohl, Inc OH$2.8M · 0.24%
Sirna & Sons, Inc. OH$2.7M · 1.03%
Ardmore, Inc. OH$2.6M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 340970561 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.