Plan Ledger DOL Form 5500 · updated monthly

Libby Perszyk Kathman Holdings, IncESOP

LIBBY PERSZYK KATHMAN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN · CINCINNATI, OH · plan year 2024

Reported admin expense ratio · 2024
0.00%

Libby Perszyk Kathman Holdings, Inc reported $455 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. 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 0.01% to 0.00%. 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 the 1,273rd-largest of 3,295 plans among Ohio employers on file, and the 5,375th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$20,968,384
Participants with balances123
Active participants0
Employer contributions$507,395
Employee contributions—
Employer contribution per active participant—
Average account balance$170,475
Benefits paid to participants$105,147
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$21.0M · 123 accts · $507K emplr
2023$14.8M · 121 accts · $1.2M emplr
2022$15.0M · 106 accts · $1.0M emplr
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.

Administrative cost history3
2024$455 · 0.00%
2023$700 · 0.00%
2022$800 · 0.01%
All plans at this employer2
LIBBY PERSZYK KATHMAN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN401(k)
LIBBY PERSZYK KATHMAN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
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Source: U.S. Department of Labor, Form 5500 series, EIN 311076158 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.