Plan Ledger DOL Form 5500 · updated monthly

Liberty Casting Company, LLC401(k)

CF & K 401(K) PROFIT SHARING PLAN · DELAWARE, OH · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Liberty Casting Company, LLC reported $55,952 in plan administrative expenses for 2024: 0.43% of average plan assets, above the peer median. Employer contributions averaged $1,550 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 0.426%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Ohio (1,694th of 3,295), and 7,550th of 13,661 in manufacturing. In 2024, employees put in $1.93 for every $1.00 the employer contributed; active participation has grown from 179 to 243 since 2022.

Plan summary
Net assets, end of year$13,536,879
Participants with balances146
Active participants243
Employer contributions$376,590
Employee contributions$728,310
Employer contribution per active participant$1,550
Average account balance$92,718
Benefits paid to participants$1,764,489
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.5M · 146 accts · $377K emplr
2023$12.7M · 135 accts · $337K emplr
2022$12.0M · 123 accts · $316K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,532
Investment management$39,420
Total administrative$55,952
The Liberty Casting Company, LLC 401(k) match · 2024
Employer contribution per active participant$1,550
Median for plans this size$2,416
2024$1,550 per active participant
2023$1,493 per active participant
2022$1,767 per active participant

Liberty Casting Company, LLC's 2024 employer contribution ran below the $2,416 median for plans its size. 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
TRANSAMERICA FINANCIAL LIFE INS CO · Recordkeeping · Loan processing$16,532
RAYMOND JAMES FINANCIAL SERVICES · Consulting · Insurance services$39,420

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$55,952 · 0.43%
2023$53,066 · 0.43%
2022$58,899 · 0.43%
Same employer
Similar plansManufacturing · Ohio
Sky Climber, LLC OH$13.8M · 1.01%
Bil-Jax, Inc. OH$13.7M · 0.82%
Chrome Deposit Corporation OH$13.6M · 0.67%
Bullen Ultrasonics, Inc. OH$13.5M · 0.36%
Ferragon Corporation OH$13.5M · 0.32%
Canberra Corporation OH$13.5M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 450508423 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.