Plan Ledger DOL Form 5500 · updated monthly

I Supply Company401(k)

I SUPPLY CO. 401(K) PROFIT SHARING PLAN · FAIRBORN, OH · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

I Supply Company reported $23,109 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $866 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 0.10% to 0.22%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Ohio (1,896th of 3,295), and 2,771st of 4,246 in wholesale trade. In 2024, employees put in $5.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,134,701
Participants with balances184
Active participants164
Employer contributions$142,056
Employee contributions$773,694
Employer contribution per active participant$866
Average account balance$60,515
Benefits paid to participants$816,286
Plan auditUnmodified (clean) audit opinion
AuditorBRADY WARE & SCHOENFELD, INC.
Plan history3
Yearassets · accounts · employer contribution
2024$11.1M · 184 accts · $142K emplr
2023$9.8M · 194 accts · $145K emplr
2022$8.8M · 195 accts · $133K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,109
Total administrative$23,109
The I Supply Company 401(k) match · 2024
Employer contribution per active participant$866
Median for plans this size$2,416
2024$866 per active participant
2023$885 per active participant
2022$820 per active participant

I Supply Company's 2024 employer contribution ran below the $2,416 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 · 20241
MORGAN STANLEY SMITH BARNEY LLCindirect comp

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$23,109 · 0.22%
2023$10,479 · 0.11%
2022$9,482 · 0.10%
Same employer
Similar plansWholesale Trade · Ohio
Stagnaro Holdings, Inc. OH$11.6M · 0.93%
Cmpco Inc. OH$11.3M · 0.04%
Taylor Cadillac, Inc. OH$11.2M · 0.16%
Calvary Industries, Inc. OH$11.0M · 0.16%
Basco Manufacturing Company OH$10.9M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 310515530 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.