Plan Ledger DOL Form 5500 · updated monthly

Krugliak, Wilkins, Griffiths & Dougherty Co., L.P.A.401(k)

KRUGLIAK, WILKINS, GRIFFITHS & DOUGHERTY CO., LPA. PROFIT SHARING AND 401(K) PLAN · CANTON, OH · plan year 2023

Reported admin expense ratio · 2023
0.21%

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

Krugliak, Wilkins, Griffiths & Dougherty Co., L.P.A. reported $71,448 in plan administrative expenses for 2023: 0.21% of average plan assets, below the peer median. Employer contributions averaged $10,821 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 0.230%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 858th-largest of 3,295 plans among Ohio employers on file, and the 3,618th of 11,654 in professional & technical services. In 2023, the employer put in $1.39 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$35,706,891
Participants with balances174
Active participants112
Employer contributions$1,211,984
Employee contributions$871,418
Employer contribution per active participant$10,821
Average account balance$205,212
Benefits paid to participants$2,394,774
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$34.8M · 152 accts · $1.2M emplr
2023$35.7M · 174 accts · $1.2M emplr
2022$31.4M · 156 accts · $1.2M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$71,448
Total administrative$71,448
The Krugliak, Wilkins, Griffiths & Dougherty Co., L.P.A. 401(k) match · 2023
Employer contribution per active participant$10,821
Median for plans this size$2,440
2024$10,790 per active participant
2023$10,821 per active participant
2022$11,369 per active participant

Krugliak, Wilkins, Griffiths & Dougherty Co., L.P.A.'s 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$9,758
REA & ASSOCIATES · Recordkeeping · Loan processing$1,820
HUNTINGTON NATIONAL BANK · Investment advisory (plan)$22,803
ONEDIGITAL INVESTMENT ADVISORS · Investment advisory (plan)$16,702

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

Recordkeeper by year2
2024REA & ASSOCIATES, Transamerica
2023REA & ASSOCIATES, Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$80,911 · 0.23%
2023$71,448 · 0.21%
2022$80,281 · 0.23%
Similar plansProfessional & Technical Services · Ohio
H-P Products, Inc. OH$36.9M · 0.46%
Moody Nolan, Inc. OH$36.5M · 0.29%
Infocision, Inc. OH$36.2M · 0.49%
Walter & Haverfield LLP OH$35.9M · 0.39%
Gbbn Architects, Inc. OH$35.5M · 0.20%
Howard, Wershbale & Co. OH$35.4M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341295659 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.