Plan Ledger DOL Form 5500 · updated monthly

Kegler, Brown, Hill & Ritter Co., L.P.A.401(k)

KEGLER, BROWN, HILL & RITTER EMPLOYEES' 401(K) RETIREMENT PLAN · COLUMBUS, OH · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Kegler, Brown, Hill & Ritter Co., L.P.A. reported $37,663 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $6,794 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 fell from 0.08% to 0.07%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 541st-largest of 3,295 plans among Ohio employers on file, and the 2,289th of 11,654 in professional & technical services. In 2024, employees put in $1.82 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$62,130,926
Participants with balances138
Active participants108
Employer contributions$733,762
Employee contributions$1,337,932
Employer contribution per active participant$6,794
Average account balance$450,224
Benefits paid to participants$1,790,166
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$62.1M · 138 accts · $734K emplr
2023$53.7M · 145 accts · $767K emplr
2022$48.0M · 147 accts · $786K emplr
Administrative expenses, itemized · 2024
Investment management$41,022
Total administrative$37,663
The Kegler, Brown, Hill & Ritter Co., L.P.A. 401(k) match · 2024
Employer contribution per active participant$6,794
Median for plans this size$3,635
2024$6,794 per active participant
2023$7,308 per active participant
2022$7,150 per active participant

Kegler, Brown, Hill & Ritter Co., L.P.A.'s 2024 employer contribution ran above the $3,635 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.

Service providers · 20242
EVERHART FINANCIAL GROUP INC · Investment advisory (plan)$41,022
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect 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$37,663 · 0.07%
2023$40,820 · 0.08%
2022$44,617 · 0.08%
Same employer
Similar plansProfessional & Technical Services · Ohio
Command Alkon Incorporated OH$68.8M · 0.16%
Graydon Head & Ritchey LLP OH$68.5M · 0.32%
Meaden & Moore, LLP OH$65.7M · 0.12%
Frontier Technology, Inc. OH$62.0M · 0.59%
Sierra Lobo, Inc. OH$61.7M · 0.28%
Hahn Loeser & Parks LLP OH$61.3M · 0.17%
Therm-O-Disc, Inc OH$60.6M · 0.02%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 311037466 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.