Plan Ledger DOL Form 5500 · updated monthly

Mount Aloysius Corporation403(b)

MOUNT ALOYSIUS CORPORATION RETIREMENT PLAN · NEW LEXINGTON, OH · plan year 2024

Reported admin expense ratio · 2024
0.71%

Mount Aloysius Corporation reported $12,150 in plan administrative expenses for 2024: 0.71% of average plan assets, above the peer median. 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 0.63% to 0.71%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Ohio (3,052nd of 3,295), and 10,260th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$1,746,138
Participants with balances87
Active participants132
Employer contributions—
Employee contributions$72,676
Employer contribution per active participant—
Average account balance$20,071
Benefits paid to participants$200,777
Plan auditUnmodified (clean) audit opinion
AuditorBRADY, WARE & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$1.7M · 87 accts
2023$1.7M · 105 accts
2022$1.5M · 102 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,150
Total administrative$12,150
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
PARK NATIONAL BANK · Custodial$11,150

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$12,150 · 0.71%
2023$10,191 · 0.65%
2022$10,131 · 0.63%
Similar plansHealth Care & Social Assistance · Ohio
Brookville Enterprises OH$1.8M · 0.18%
Good Shepherd Home OH$1.7M · 0.01%
Vrable Healthcare, Inc. OH$1.7M · 1.22%

Why are you looking at this plan?

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Source: U.S. Department of Labor, Form 5500 series, EIN 311432284 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.