Plan Ledger DOL Form 5500 · updated monthly

Holden Arboretum403(b)

HOLDEN FORESTS & GARDENS 403(B) RETIREMENT PLAN · KIRLAND, OH · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Holden Arboretum reported $287 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,452 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 0.000% to 0.003%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Ohio (2,037th of 3,295), and 700th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.42 for every $1.00 the employer contributed; active participation has grown from 146 to 165 since 2022.

Plan summary
Net assets, end of year$9,465,113
Participants with balances178
Active participants165
Employer contributions$404,614
Employee contributions$574,270
Employer contribution per active participant$2,452
Average account balance$53,175
Benefits paid to participants$583,811
Plan auditDisclaimer of opinion
AuditorMALONEY + NOVOTNY LLC
Plan history3
Yearassets · accounts · employer contribution
2024$9.5M · 178 accts · $405K emplr
2023$8.0M · 160 accts · $358K emplr
2022$7.0M · 143 accts · $331K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$287
Total administrative$287
Employer contributions to the Holden Arboretum plan · 2024
Employer contribution per active participant$2,452
Median for plans this size$1,313
2024$2,452 per active participant
2023$2,168 per active participant
2022$2,268 per active participant

Holden Arboretum's 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$287 · 0.00%
2023$99 · 0.00%
2022$30 · 0.00%
Same employer
Similar plansArts, Entertainment & Recreation · Ohio
Toledo Museumof Art OH$5.9M · 0.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 340750346 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.