Plan Ledger DOL Form 5500 · updated monthly

Pease Bell Cpas, LLC401(k)

PEASE BELL CPAS, LLC 401(K) PROFIT SHARING PLAN · CLEVELAND, OH · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

Pease Bell Cpas, LLC reported $67,853 in plan administrative expenses for 2024: 0.50% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,882 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 0.50%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,595th-largest of 3,295 plans among Ohio employers on file, and 6,554th of 11,654 in professional & technical services. In 2024, employees put in $3.31 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,091,078
Participants with balances127
Active participants115
Employer contributions$331,426
Employee contributions$1,097,389
Employer contribution per active participant$2,882
Average account balance$118,827
Benefits paid to participants$583,922
Plan auditUnmodified (clean) audit opinion
AuditorANGLIN REICHMANN ARMSTRONG, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$15.1M · 127 accts · $331K emplr
2023$11.9M · 139 accts · $313K emplr
2022$9.4M · 115 accts · $242K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,920
Investment management$48,933
Total administrative$67,853
The Pease Bell Cpas, LLC 401(k) match · 2024
Employer contribution per active participant$2,882
Median for plans this size$2,416
2024$2,882 per active participant
2023$2,351 per active participant
2022$2,179 per active participant

Pease Bell Cpas, 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 · 20242
ENZA FINANCIAL LLC · Investment advisory (plan)$48,933
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$18,920

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$67,853 · 0.50%
2023$56,104 · 0.53%
2022$51,513 · 0.52%
Same employer
Similar plansProfessional & Technical Services · Ohio
Parker Trutec Incorporated OH$15.3M · 0.59%
Basic Systems Inc OH$15.1M · 0.41%
Kern, Inc. OH$14.8M · 0.44%
The Adcom Group, Inc. OH$14.7M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364267431 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.