Plan Ledger DOL Form 5500 · updated monthly

Ogre Holdings, LLC401(k)

OGRE HOLDINGS, LLC 401(K) PROFIT SHARING PLAN & TRUST · TIPTON, IN · plan year 2024

Reported admin expense ratio · 2024
0.48%

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

Ogre Holdings, LLC reported $48,338 in plan administrative expenses for 2024: 0.48% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,496 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 0.55% to 0.48%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Indiana (861st of 1,562), and 8,420th of 13,661 in manufacturing. In 2024, employees put in $1.68 for every $1.00 the employer contributed; active participation has grown from 108 to 148 since 2022.

Plan summary
Net assets, end of year$10,860,986
Participants with balances146
Active participants148
Employer contributions$369,405
Employee contributions$622,264
Employer contribution per active participant$2,496
Average account balance$74,390
Benefits paid to participants$851,617
Plan auditUnmodified (clean) audit opinion
AuditorL.M. HENDERSON AND CO LLP
Plan history3
Yearassets · accounts · employer contribution
2024$10.9M · 146 accts · $369K emplr
2023$9.4M · 132 accts · $299K emplr
2022$8.0M · 133 accts · $261K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,586
Investment management$29,752
Total administrative$48,338
The Ogre Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$2,496
Median for plans this size$2,416
2024$2,496 per active participant
2023$2,603 per active participant
2022$2,414 per active participant

Ogre Holdings, 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 · 20243
SHEPHERD FINANCIAL INVEST. ADVISORY · Recordkeeping · Trustee$29,752
ADP, INC. · Loan processing · Recordkeeping$18,586
ADP BROKER-DEALERindirect 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, SHEPHERD FINANCIAL INVEST. ADVISORY
2023ADP, SHEPHERD FINANCIAL INVEST. ADVISORY

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Administrative cost history3
2024$48,338 · 0.48%
2023$46,727 · 0.54%
2022$50,782 · 0.55%
Same employer
Similar plansManufacturing · Indiana
Pia Automation US Inc IN$11.0M · 0.16%
Riverside Mfg., LLC IN$11.0M · 0.50%
Certor Sports, LLC IN$11.0M · 0.05%
Green Leaf, Inc. IN$11.0M · 0.39%
Deflecto, LLC IN$10.8M · 0.48%
Pdq Workholding, LLC IN$10.8M · 0.15%
Ottenweller Company, Inc. IN$10.7M · 0.49%
Thomas & Skinner, Inc. IN$10.7M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203308873 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.