Plan Ledger DOL Form 5500 · updated monthly

Haver & Boecker Holding USA, Inc.401(k)

HAVER & BOECKER HOLDING USA PROFIT SHARING & SAVINGS PLAN · MENTOR, OH · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Haver & Boecker Holding USA, Inc. reported $24,427 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $1,927 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 $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Ohio (1,996th of 3,295), and 8,831st of 13,661 in manufacturing. In 2024, employees put in $1.42 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,902,376
Participants with balances298
Active participants247
Employer contributions$475,861
Employee contributions$674,350
Employer contribution per active participant$1,927
Average account balance$33,229
Benefits paid to participants$4,041,297
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Investment management$24,427
Total administrative$24,427
The Haver & Boecker Holding USA, Inc. 401(k) match · 2024
Employer contribution per active participant$1,927
Median for plans this size$2,416

Haver & Boecker Holding USA, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
WELLS FARGO ADVISORS LLC · Investment advisory (plan)$24,377
JPMORGAN INVEST HOLDINGS LLC$980

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

Administrative cost history1
2024$24,427 · 0.23%
Same employer
Similar plansManufacturing · Ohio
West-Camp Press, Inc. OH$10.0M · 0.01%
Graphel Corporation OH$10.0M · 0.01%
Nmc Company OH$10.0M · 0.69%

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Source: U.S. Department of Labor, Form 5500 series, EIN 340826607 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.