Plan Ledger DOL Form 5500 · updated monthly

Meeder Investment Management, Inc.401(k)

MEEDER INVESTMENT MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN · DUBLIN, OH · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Meeder Investment Management, Inc. reported $18,214 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,487 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 rose from 0.09% to 0.10%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,378th-largest of 3,295 plans among Ohio employers on file, and 3,156th of 4,798 in finance & insurance. In 2024, employees put in $1.50 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,910,272
Participants with balances206
Active participants138
Employer contributions$895,206
Employee contributions$1,340,350
Employer contribution per active participant$6,487
Average account balance$91,797
Benefits paid to participants$2,062,569
Plan auditUnmodified (clean) audit opinion
AuditorREA & ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$18.9M · 206 accts · $895K emplr
2023$16.1M · 185 accts · $798K emplr
2022$12.6M · 174 accts · $714K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,214
Total administrative$18,214
The Meeder Investment Management, Inc. 401(k) match · 2024
Employer contribution per active participant$6,487
Median for plans this size$2,416
2024$6,487 per active participant
2023$5,912 per active participant
2022$5,619 per active participant

Meeder Investment Management, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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.

Administrative cost history3
2024$18,214 · 0.10%
2023$19,603 · 0.14%
2022$12,261 · 0.09%
Similar plansFinance & Insurance · Ohio
Bmi Federal Credit Union OH$20.0M · 0.05%
Telhio Credit Union. Inc. OH$19.7M · 0.11%
Directions Credit Union OH$18.8M · 0.49%
Atomic Credit Union, Inc. OH$18.1M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311188077 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.