Plan Ledger DOL Form 5500 · updated monthly

Jake Sweeney Automotive, Inc.401(k)

JAKE SWEENEY AUTOMOTIVE, INC. 401(K) PLAN · CINCINNATI, OH · plan year 2024

Reported admin expense ratio · 2024
0.31%

Jake Sweeney Automotive, Inc. reported $83,160 in plan administrative expenses for 2024: 0.31% of average plan assets, above the peer median. 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 fell from 0.52% to 0.31%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other management of companies employers. By assets it is the 1,058th-largest of 3,295 plans among Ohio employers on file, and the 388th of 786 in management of companies.

Plan summary
Net assets, end of year$26,926,386
Participants with balances341
Active participants488
Employer contributions—
Employee contributions$1,870,009
Employer contribution per active participant—
Average account balance$78,963
Benefits paid to participants$4,653,487
Plan auditUnmodified (clean) audit opinion
AuditorMUNNINGHOFF, LANGE & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$26.9M · 341 accts
2023$26.2M · 322 accts
2022$22.4M · 311 accts · $38K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,715
Investment management$81,445
Total administrative$83,160
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
CREATIVE RETIREMENT SYSTEMS INC. · Contract administrator$7,548
SCHNEIDER MALE & STRAKOWSKI CO EA · Contract administratorindirect 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$83,160 · 0.31%
2023$73,753 · 0.30%
2022$129,512 · 0.52%
Same employer
Similar plansManagement of Companies · Ohio
The Cypress Companies, Inc. OH$52.3M · 0.31%
Jmac, Inc. OH$45.5M · 0.28%
Salo Inc. OH$27.5M · 0.31%
Guyan International, Inc. OH$20.1M · 0.58%
Dix 1898, Inc. OH$17.2M · 0.41%
Alliance Industries, Inc. OH$16.3M · 0.31%
The Ohio Masonic Home OH$15.8M · 0.73%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311232808 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.