What are the fees in the Havens of Ohio, LLC 401(k) plan?

For plan year 2022, Havens of Ohio, LLC reported $14,723 in plan administrative expenses, or 1.14% of average plan assets — higher than ~90% of peers. Fund-level expense ratios are not included in public filings.

What is the Havens of Ohio, LLC 401(k) match?

In 2022, employer contributions to the Havens of Ohio, LLC plan averaged $820 per active participant, below the $1,114 median for plans of similar size. Public filings report contribution dollars, not the match formula; the formula is in the plan's summary plan description.

What is the average account balance in the Havens of Ohio, LLC 401(k)?

The average participant account balance was $14,055 for plan year 2022, based on 93 accounts.

Havens of Ohio, LLC401(k)

Name: Havens of Ohio, LLC 401(k) plan: Form 5500 data
Creator: U.S. Department of Labor

HAVENS OF OHIO, LLC 401(K) SAFE HARBOR PLAN · DAYTON, OH · plan year 2022

Reported admin expense ratio · 2022

1.14%

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

Havens of Ohio, LLC reported $14,723 in plan administrative expenses for 2022: 1.14% of average plan assets, higher than ~90% of peers. Employer contributions averaged $820 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Ohio (3,115th of 3,295), and 10,627th of 11,911 in health care & social assistance. In 2022, employees put in $2.22 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,307,072
Participants with balances93
Active participants134
Employer contributions$109,902
Employee contributions$243,475
Employer contribution per active participant$820
Average account balance$14,055
Benefits paid to participants$50,815
Plan auditUnmodified (clean) audit opinion
AuditorBARNES, DENNIG & CO., LTD.

Administrative expenses, itemized · 2022

Recordkeeping & contract admin$6,970

Investment management$6,120

Professional / advisory$1,633

Total administrative$14,723

The Havens of Ohio, LLC 401(k) match · 2022

Employer contribution per active participant$820

Median for plans this size$1,114

Havens of Ohio, LLC's 2022 employer contribution ran below the $1,114 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

Your balance

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1

2022$14,723 · 1.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 463157371 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.