Plan Ledger DOL Form 5500 · updated monthly

Legal Aid Society of CincinnatiMoney purchase plan

LEGAL AID SOCIETY MONEY PURCHASE PENSION PLAN · CINCINNATI, OH · plan year 2024

Reported admin expense ratio · 2024
0.49%

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

Legal Aid Society of Cincinnati reported $59,786 in plan administrative expenses for 2024: 0.49% of average plan assets, higher than ~75% of peers. Employer contributions averaged $5,295 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 rose from 0.49% to 0.53%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Ohio (1,774th of 3,295), and 7,231st of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$12,516,991
Participants with balances132
Active participants90
Employer contributions$476,559
Employee contributions—
Employer contribution per active participant$5,295
Average account balance$94,826
Benefits paid to participants$982,913
Plan auditUnmodified (clean) audit opinion
AuditorBARNES DENNIG & CO LTD
Plan history4
Yearassets · accounts · employer contribution
2025$11.7M · 141 accts · $579K emplr
2024$12.5M · 132 accts · $477K emplr
2023$11.8M · 120 accts · $391K emplr
2022$10.4M · 124 accts · $410K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$60
Investment management$59,726
Total administrative$59,786
Employer contributions to the Legal Aid Society of Cincinnati plan · 2024
Employer contribution per active participant$5,295
Median for plans this size$2,416
2025$6,223 per active participant
2024$5,295 per active participant
2023$5,505 per active participant
2022$4,455 per active participant

Legal Aid Society of Cincinnati's 2024 employer contribution ran above the $2,416 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 · 20241
MARINER WEALTH ADVISORS · Investment management$59,726

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

Administrative cost history4
2025$64,408 · 0.53%
2024$59,786 · 0.49%
2023$55,058 · 0.50%
2022$53,700 · 0.49%
Similar plansProfessional & Technical Services · Ohio
Surety HR, Inc. OH$13.2M · 0.49%
Btas, Inc. OH$13.0M · 0.02%
Amplifybio, LLC OH$13.0M · 0.56%
Arcos LLC OH$12.5M · 0.45%
Shremshock Architects, Inc. OH$12.4M · 0.01%
Esl Gaming America, Inc OH$12.2M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 310536673 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.