Plan Ledger DOL Form 5500 · updated monthly

Hauser, Inc. dba Hauser401(k)

HAUSER 401(K) PROFIT SHARING PLAN · CINCINNATI, OH · plan year 2023

Reported admin expense ratio · 2023
0.15%

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

Hauser, Inc. dba Hauser reported $17,351 in plan administrative expenses for 2023: 0.15% of average plan assets, below the peer median. Employer contributions averaged $2,248 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 has held roughly steady near 0.16%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Ohio (1,849th of 3,295), and 3,824th of 4,798 in finance & insurance. In 2023, employees put in $4.63 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,642,838
Participants with balances121
Active participants100
Employer contributions$224,804
Employee contributions$1,040,438
Employer contribution per active participant$2,248
Average account balance$96,222
Benefits paid to participants$2,650,356
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$10.3M · 119 accts · $246K emplr
2023$11.6M · 121 accts · $225K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$17,296
Investment management$55
Total administrative$17,351
The Hauser, Inc. dba Hauser 401(k) match · 2023
Employer contribution per active participant$2,248
Median for plans this size$2,440
2024$2,614 per active participant
2023$2,248 per active participant

Hauser, Inc. dba Hauser's 2023 employer contribution ran below the $2,440 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
JOHN HANCOCK RETIREMENT PLAN SVCS · Recordkeeping · Loan processing$17,351

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

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Administrative cost history2
2024$17,245 · 0.16%
2023$17,351 · 0.15%
Similar plansFinance & Insurance · Ohio
Roundstone Management, LTD. OH$13.5M · 0.03%
Ems Savings Plan OH$13.3M · 0.27%
First State Bank OH$11.9M · 0.29%
Desco Federal Credit Union OH$11.8M · 0.22%
Guardian Savings Bank OH$11.6M · 0.27%
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Cinfed Credit Union OH$10.4M · 0.45%
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Source: U.S. Department of Labor, Form 5500 series, EIN 310800707 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.