Plan Ledger DOL Form 5500 · updated monthly

Howard Hanna Smythe Cramer401(k)

HANNA HOLDINGS RETIREMENT SAVINGS PLAN · MAYFIELD HEIGHTS, OH · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Howard Hanna Smythe Cramer reported $159,666 in plan administrative expenses for 2024: 0.27% of average plan assets, higher than ~75% of peers. Employer contributions averaged $339 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 3 years on file its reported administrative ratio has held roughly steady near 0.27%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 534th-largest of 3,295 plans among Ohio employers on file, and the 220th of 2,096 in real estate & leasing. In 2024, employees put in $15.08 for every $1.00 the employer contributed; active participation has grown from 870 to 1,023 since 2022.

Plan summary
Net assets, end of year$63,110,013
Participants with balances983
Active participants1,023
Employer contributions$346,560
Employee contributions$5,226,106
Employer contribution per active participant$339
Average account balance$64,201
Benefits paid to participants$7,194,976
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$63.1M · 983 accts · $347K emplr
2023$56.6M · 989 accts · $317K emplr
2022$51.3M · 924 accts · $333K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$81,495
Investment management$69,095
Audit (IQPA)$9,076
Total administrative$159,666
The Howard Hanna Smythe Cramer 401(k) match · 2024
Employer contribution per active participant$339
Median for plans this size$3,635
2024$339 per active participant
2023$350 per active participant
2022$382 per active participant

Howard Hanna Smythe Cramer's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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.

Service providers · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$81,495
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$69,095
SCHNEIDER DOWNS & CO., INC. · Accounting / audit$9,076

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

Administrative cost history3
2024$159,666 · 0.27%
2023$146,273 · 0.27%
2022$146,026 · 0.26%
Similar plansReal Estate & Leasing · Ohio
Mike Albert Leasing, Inc. OH$95.9M · 0.12%
Site Centers Corp. OH$56.7M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 340538620 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.