Plan Ledger DOL Form 5500 · updated monthly

Promotion Execution Partners, LLC401(k)

PROMOTION EXECUTION PARTNERS, LLC 401(K) RETIREMENT PLAN · CINCINNATI, OH · plan year 2023

Reported admin expense ratio · 2023
0.18%

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

Promotion Execution Partners, LLC reported $30,023 in plan administrative expenses for 2023: 0.18% of average plan assets, below the peer median. Employer contributions averaged $2,036 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 1 year on file its reported administrative ratio rose from 0.17% to 0.18%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,374th-largest of 3,295 plans among Ohio employers on file, and the 6,113th of 13,661 in manufacturing. In 2023, employees put in $2.70 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,999,584
Participants with balances354
Active participants237
Employer contributions$482,446
Employee contributions$1,302,426
Employer contribution per active participant$2,036
Average account balance$53,671
Benefits paid to participants$770,049
Plan auditUnmodified (clean) audit opinion
AuditorMELLOTT & MELLOTT
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $788K emplr
2023$19.0M · 354 accts · $482K emplr
2022$15.0M · 347 accts · $727K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$30,023
Total administrative$30,023
The Promotion Execution Partners, LLC 401(k) match · 2023
Employer contribution per active participant$2,036
Median for plans this size$2,440
2023$2,036 per active participant
2022$3,092 per active participant

Promotion Execution Partners, LLC's 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231

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

Administrative cost history3
2024Not separately reported
2023$30,023 · 0.18%
2022$27,400 · 0.17%
Same employer
Similar plansManufacturing · Ohio
Yamada North America, Inc. OH$19.2M · 0.64%
Abrasive Technology, Inc. OH$19.2M · 0.53%
The Ohio Moulding Corp. OH$19.2M · 0.47%
Weastec, Inc. OH$19.0M · 0.33%
Audio Technica U.S., Inc OH$18.9M · 0.48%
Precision Capital, LTD. OH$18.8M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 562460890 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.