Plan Ledger DOL Form 5500 · updated monthly

Our Lady of the Wayside, Inc.401(k)

403(B) THRIFT PLAN FOR EMPLOYEES OF OUR LADY OF THE WAYSIDE, INC. · AVON, OH · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Our Lady of the Wayside, Inc. reported $5,888 in plan administrative expenses for 2024: 0.13% of average plan assets, lower than ~75% of peers. Employer contributions averaged $242 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 0.13%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Ohio (2,547th of 3,295), and 2,299th of 3,341 in other services. In 2024, employees put in $7.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,951,808
Participants with balances500
Active participants370
Employer contributions$89,407
Employee contributions$650,326
Employer contribution per active participant$242
Average account balance$9,904
Benefits paid to participants$405,137
Plan auditUnmodified (clean) audit opinion
AuditorMCMANUS, DOSEN & CO.
Plan history3
Yearassets · accounts · employer contribution
2024$5.0M · 500 accts · $89K emplr
2023$4.1M · 507 accts
2022$3.4M · 513 accts
The Our Lady of the Wayside, Inc. 401(k) match · 2024
Employer contribution per active participant$242
Median for plans this size$1,313

Our Lady of the Wayside, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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.

Service providers · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$8,598

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$5,888 · 0.13%
2023$4,140 · 0.11%
2022$4,439 · 0.12%
Similar plansOther Services · Ohio
Same OH$4.5M · 0.43%
Applewood Centers, Inc. OH$4.4M · 0.94%
Signum LLC OH$4.2M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341020957 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.