Plan Ledger DOL Form 5500 · updated monthly

Pleatco Holdings, LLC401(k)

PLEATCO HOLDINGS, LLC 401K AND PROFIT SHARING PLAN · LOUISVILLE, KY · plan year 2022

Reported admin expense ratio · 2022
0.97%

Pleatco Holdings, LLC reported $18,023 in plan administrative expenses for 2022: 0.97% of average plan assets, higher than ~75% of peers. 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 0.97% to 1.06%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Kentucky (818th of 871), and 13,220th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$1,139,469
Participants with balances91
Active participants139
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$12,522
Benefits paid to participants$1,000,478
Plan auditUnmodified (clean) audit opinion
AuditorMCM CPAS & ADVISORS LLP
Plan history2
Yearassets · accounts · employer contribution
2024$1.0M · 85 accts
2022$1.1M · 91 accts
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$10,825
Investment management$7,147
Total administrative$18,023
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2024$12,346 · 1.06%
2022$18,023 · 0.97%
Similar plansManufacturing · Kentucky
Bondtech Corporation KY$1.7M · 1.66%
The Lyons Companies KY$1.3M · 2.34%
Rkw North America, Inc. KY$1.1M · 0.09%
Shape Manufacturing KY$1.0M · 0.02%
Heritage Millworks LLC KY$970K · 1.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 821884969 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.