Plan Ledger DOL Form 5500 · updated monthly

Pharmacy Data Management, Inc.401(k)

PHARMACY DATA MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN · POLAND, OH · plan year 2024

Reported admin expense ratio · 2024
0.52%

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

Pharmacy Data Management, Inc. reported $73,833 in plan administrative expenses for 2024: 0.52% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,399 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 rose from 0.40% to 0.52%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 1,571st-largest of 3,295 plans among Ohio employers on file, and 1,198th of 2,199 in information & media. In 2024, employees put in $2.30 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,402,448
Participants with balances172
Active participants150
Employer contributions$509,842
Employee contributions$1,174,702
Employer contribution per active participant$3,399
Average account balance$89,549
Benefits paid to participants$948,961
Plan auditUnmodified (clean) audit opinion
AuditorHILL, BARTH & KING, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$15.4M · 172 accts · $510K emplr
2023$12.7M · 160 accts · $464K emplr
2022$9.9M · 159 accts · $494K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$73,833
Total administrative$73,833
The Pharmacy Data Management, Inc. 401(k) match · 2024
Employer contribution per active participant$3,399
Median for plans this size$2,416
2024$3,399 per active participant
2023$3,159 per active participant
2022$3,430 per active participant

Pharmacy Data Management, Inc.'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 · 20241
TRINITY PENSION CONSULTANTS INC · Contract administrator$2,610

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$73,833 · 0.52%
2023$58,888 · 0.52%
2022$40,639 · 0.40%
Same employer
Similar plansInformation & Media · Ohio
O Neil & Associates, Inc. OH$17.4M · 0.42%
Everway, LLC OH$13.7M · 0.67%
3GTMS, LLC OH$13.0M · 0.26%
Teamdynamix Solutions LLC OH$12.9M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341435943 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.