Plan Ledger DOL Form 5500 · updated monthly

Madtree Brewing, LLC401(k)

MADTREE 401(K) RETIREMENT PLAN · CINCINNATI, OH · plan year 2024

Reported admin expense ratio · 2024
1.83%

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

Madtree Brewing, LLC reported $31,233 in plan administrative expenses for 2024: 1.83% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,298 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 1 year on file its reported administrative ratio rose from 0.40% to 1.83%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Ohio (2,979th of 3,295), and 1,374th of 2,240 in accommodation & food services. In 2024, employees put in $1.31 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,240,210
Participants with balances173
Active participants104
Employer contributions$238,970
Employee contributions$312,456
Employer contribution per active participant$2,298
Average account balance$12,949
Benefits paid to participants$34,496
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$2.2M · 173 accts · $239K emplr
2023$1.2M · 193 accts · $226K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,868
Investment management$365
Total administrative$31,233
The Madtree Brewing, LLC 401(k) match · 2024
Employer contribution per active participant$2,298
Median for plans this size$1,313
2024$2,298 per active participant
2023$1,703 per active participant

Madtree Brewing, LLC's 2024 employer contribution ran above the $1,313 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 · 20241

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history2
2024$31,233 · 1.83%
2023$4,706 · 0.40%
Similar plansAccommodation & Food Services · Ohio
Pacific Food Inc OH$2.4M · 1.07%
Chestnut Land Company OH$2.4M · 0.05%
Bertram Inn OH$2.4M · 1.34%
Twin Tier Hospitality LLC OH$2.2M · 1.33%
Kendall House, Inc. OH$2.2M · 0.74%
Blue Ridge Bread, Inc. OH$2.2M · 0.61%
Jkb Management, Inc. OH$2.1M · 1.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 451257111 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.