Plan Ledger DOL Form 5500 · updated monthly

Lendkey Technologies, Inc.401(k)

LENDKEY 401(K) PLAN · BLUE ASH, OH · plan year 2024

Reported admin expense ratio · 2024
0.32%

Lendkey Technologies, Inc. reported $27,135 in plan administrative expenses for 2024: 0.32% of average plan assets, below 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 rose from 0.30% to 0.32%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Ohio (2,046th of 3,295), and 8,191st of 11,654 in professional & technical services. active participation has grown from 144 to 174 since 2022.

Plan summary
Net assets, end of year$9,383,170
Participants with balances277
Active participants174
Employer contributions—
Employee contributions$1,283,028
Employer contribution per active participant—
Average account balance$33,874
Benefits paid to participants$679,141
Plan auditUnmodified (clean) audit opinion
AuditorBARNES DENNIG & CO LTD.
Plan history3
Yearassets · accounts · employer contribution
2024$9.4M · 277 accts
2023$7.4M · 246 accts · $150K emplr
2022$5.2M · 231 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,270
Investment management$20,865
Total administrative$27,135
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
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$6,270
PENSIONMARK FINANCIAL GROUP LLC · Investment advisory (plan)$15,040
WORLD INVESTMENT ADVISORS · Investment advisory (plan)$5,825

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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Administrative cost history3
2024$27,135 · 0.32%
2023$19,093 · 0.30%
2022$16,062 · 0.30%
Same employer
Similar plansProfessional & Technical Services · Ohio
Server Suites, LLC OH$9.9M · 0.37%
Mksk, Inc. OH$9.7M · 0.69%
Goken America LLC OH$9.6M · 0.43%
Orange Barrel Media, LLC OH$9.3M · 0.11%
First Communications, LLC OH$9.0M · 0.05%
Enervise, Inc. OH$8.9M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 651307115 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.