Plan Ledger DOL Form 5500 · updated monthly

Raffoul Heating and Air LLC401(k)

RAFFOUL HEATING AND AIR LLC 401K PROFIT SHARING PLAN & TRUST · SPRINGBORO, OH · plan year 2024

Reported admin expense ratio · 2024
0.80%

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

Raffoul Heating and Air LLC reported $1,444 in plan administrative expenses for 2024: 0.80% of average plan assets, below the peer median. Employer contributions averaged $1,472 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.

The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Ohio (3,254th of 3,295), and 4,209th of 4,246 in wholesale trade. In 2024, employees put in $3.82 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$198,485
Participants with balances1
Active participants2
Employer contributions$2,943
Employee contributions$11,240
Employer contribution per active participant$1,472
Average account balance$198,485
The Raffoul Heating and Air LLC 401(k) match · 2024
Employer contribution per active participant$1,472
Median for plans this size$540

Raffoul Heating and Air LLC's 2024 employer contribution ran above the $540 median for plans its size, placing it in the top 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.

Administrative cost history1
2024$1,444 · 0.80%
Similar plansWholesale Trade · Ohio
Rivercap Holdings, LLC OH$1.6M · 2.17%
C & E Sales, Inc. OH$124K · 6.22%
Kann Enterprises Inc OH$105K · 1.97%

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Source: U.S. Department of Labor, Form 5500 series, EIN 900671574 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.