Plan Ledger DOL Form 5500 · updated monthly

Manley Deas & Kochalski LLC401(k)

MANLEY DEAS & KOCHALSKI LLC 401(K) PROFIT SHARING PLAN · COLUMBUS, OH · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Manley Deas & Kochalski LLC reported $10,981 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,423 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 0.031%. 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 831st-largest of 3,295 plans among Ohio employers on file, and the 3,518th of 11,654 in professional & technical services. In 2024, employees put in $2.46 for every $1.00 the employer contributed; active participation has shrunk from 401 to 240 since 2022.

Plan summary
Net assets, end of year$37,009,957
Participants with balances462
Active participants240
Employer contributions$581,576
Employee contributions$1,429,399
Employer contribution per active participant$2,423
Average account balance$80,108
Benefits paid to participants$3,973,523
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$37.0M · 462 accts · $582K emplr
2023$33.7M · 512 accts · $671K emplr
2022$30.5M · 566 accts · $708K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,911
Investment management$8,070
Total administrative$10,981
The Manley Deas & Kochalski LLC 401(k) match · 2024
Employer contribution per active participant$2,423
Median for plans this size$2,416
2024$2,423 per active participant
2023$2,222 per active participant
2022$1,766 per active participant

Manley Deas & Kochalski LLC's 2024 employer contribution ran above 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
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$8,070
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$2,961

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

Administrative cost history3
2024$10,981 · 0.03%
2023$9,426 · 0.03%
2022$10,679 · 0.03%
Same employer
Similar plansProfessional & Technical Services · Ohio
Heapy Engineering OH$38.2M · 0.52%
The Finit Group LLC OH$38.1M · 0.09%
Ascendum Solutions, LLC OH$37.9M · 0.43%
Arctos, LLC OH$37.2M · 0.31%
H-P Products, Inc. OH$36.9M · 0.46%
Moody Nolan, Inc. OH$36.5M · 0.29%
Infocision, Inc. OH$36.2M · 0.49%
Walter & Haverfield LLP OH$35.9M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 134225050 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.