Plan Ledger DOL Form 5500 · updated monthly

Isaac Wiles & Burkholder LLC401(k)

ISAAC WILES & BURKHOLDER 401(K) PLAN · COLUMBUS, OH · plan year 2022

Reported admin expense ratio · 2022
0.11%

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

Isaac Wiles & Burkholder LLC reported $23,809 in plan administrative expenses for 2022: 0.11% of average plan assets, below the peer median. Employer contributions averaged $4,169 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 26,806 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,534th-largest of 3,295 plans among Ohio employers on file, and 6,303rd of 11,654 in professional & technical services. In 2022, employees put in $2.28 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,206,030
Participants with balances90
Active participants71
Employer contributions$295,969
Employee contributions$674,206
Employer contribution per active participant$4,169
Average account balance$180,067
Benefits paid to participants$10,248,341
Plan auditUnmodified (clean) audit opinion
AuditorPLANCHECK CPAS, LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$23,809
Total administrative$23,809
The Isaac Wiles & Burkholder LLC 401(k) match · 2022
Employer contribution per active participant$4,169
Median for plans this size$2,266

Isaac Wiles & Burkholder LLC's 2022 employer contribution ran above the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$23,809 · 0.11%
Similar plansProfessional & Technical Services · Ohio
Metlife Legal Plans, Inc. OH$16.6M · 0.26%
Modern Hire, Inc. OH$16.6M · 0.03%
Auto Systems Centers Inc OH$16.4M · 0.16%
Qbase Holdings, L.L.C. OH$16.3M · 0.04%
Mainthia Technologies, Inc. OH$15.9M · 0.11%
Spr Therapeutics, Inc. OH$15.6M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 462505333 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.