Plan Ledger DOL Form 5500 · updated monthly

Organized Living, Inc.401(k)

ORGANIZED LIVING, INC. RETIREMENT PLAN · CINCINNATI, OH · plan year 2025

Reported admin expense ratio · 2025
0.23%

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

Organized Living, Inc. reported $30,235 in plan administrative expenses for 2025: 0.23% of average plan assets, below the peer median. Employer contributions averaged $4,618 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 fell from 0.34% to 0.23%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,634th-largest of 3,295 plans among Ohio employers on file, and 7,225th of 13,661 in manufacturing. In 2025, employees put in $1.40 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,568,976
Participants with balances160
Active participants109
Employer contributions$503,416
Employee contributions$704,547
Employer contribution per active participant$4,618
Average account balance$91,056
Benefits paid to participants$521,860
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$14.6M · 160 accts · $503K emplr
2024$12.0M · 161 accts · $483K emplr
2023$10.4M · 156 accts · $435K emplr
2022$8.6M · 151 accts · $413K emplr
Administrative expenses, itemized · 2025
Investment management$30,235
Total administrative$30,235
The Organized Living, Inc. 401(k) match · 2025
Employer contribution per active participant$4,618
Median for plans this size$2,666
2025$4,618 per active participant
2024$4,241 per active participant
2023$3,989 per active participant
2022$3,827 per active participant

Organized Living, Inc.'s 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
EMPOWER ADVISORY GROUP, LLC · Investment management$30,235

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

Administrative cost history4
2025$30,235 · 0.23%
2024$26,721 · 0.24%
2023$40,532 · 0.43%
2022$31,842 · 0.34%
Same employer
Similar plansManufacturing · Ohio
Axium Packaging, LLC OH$14.6M · 0.30%
Carton Service Csi, LLC OH$14.6M · 0.04%
Aco, Inc. OH$14.6M · 0.41%
S.P. Company, Inc. OH$14.5M · 0.06%
Ice Industries, Inc. OH$14.3M · 0.80%

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Source: U.S. Department of Labor, Form 5500 series, EIN 310525723 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.