Plan Ledger DOL Form 5500 · updated monthly

Make a Wish Found Gtr Oh Ky & In401(k)

MAKE A WISH FOUNDATION OF GTR OH KY & IN INC 401K RETIREMENT PLAN · COLUMBUS, OH · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Make a Wish Found Gtr Oh Ky & In reported $9,198 in plan administrative expenses for 2024: 0.20% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,232 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 2 years on file its reported administrative ratio fell from 0.25% to 0.20%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Ohio (2,545th of 3,295), and 2,294th of 3,341 in other services. In 2024, employees put in $4.40 for every $1.00 the employer contributed; active participation has grown from 66 to 74 since 2022.

Plan summary
Net assets, end of year$4,975,585
Participants with balances97
Active participants74
Employer contributions$91,186
Employee contributions$401,507
Employer contribution per active participant$1,232
Average account balance$51,295
Benefits paid to participants$144,114
Plan auditUnmodified (clean) audit opinion
AuditorPARMS & COMPANY LLC
Plan history3
Yearassets · accounts · employer contribution
2024$5.0M · 97 accts · $91K emplr
2023$4.1M · 101 accts · $75K emplr
2022$3.4M · 133 accts · $75K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,198
Total administrative$9,198
The Make a Wish Found Gtr Oh Ky & In 401(k) match · 2024
Employer contribution per active participant$1,232
Median for plans this size$1,313
2024$1,232 per active participant
2023$1,042 per active participant
2022$1,142 per active participant

Make a Wish Found Gtr Oh Ky & In's 2024 employer contribution ran below 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 · 20243
ADP, INC. · Loan processing · Recordkeeping$9,197
ADP BROKER-DEALER · Other servicesindirect comp
MORGAN STANLEY SMITH BARNEY LLC · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP
2023ADP

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

Administrative cost history3
2024$9,198 · 0.20%
2023$11,116 · 0.30%
2022$8,774 · 0.25%
Similar plansOther Services · Ohio
Bridgeway Academy OH$5.2M · 0.69%
Cip International Inc OH$5.1M · 0.42%
Same OH$4.5M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341471131 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.