Plan Ledger DOL Form 5500 · updated monthly

Reisenfeld & Associates, LLC401(k)

REISENFELD & ASSOCIATES 401(K) PLAN · CINCINNATI, OH · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Reisenfeld & Associates, LLC reported $7,600 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,587 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 0.09% to 0.11%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Ohio (2,240th of 3,295), and 8,867th of 11,654 in professional & technical services. In 2024, employees put in $1.92 for every $1.00 the employer contributed; active participation has shrunk from 128 to 96 since 2022.

Plan summary
Net assets, end of year$7,512,488
Participants with balances149
Active participants96
Employer contributions$152,316
Employee contributions$292,793
Employer contribution per active participant$1,587
Average account balance$50,419
Benefits paid to participants$619,193
Plan auditUnmodified (clean) audit opinion
AuditorUHY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$7.5M · 149 accts · $152K emplr
2023$6.8M · 168 accts · $152K emplr
2022$6.0M · 231 accts · $163K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,600
Total administrative$7,600
The Reisenfeld & Associates, LLC 401(k) match · 2024
Employer contribution per active participant$1,587
Median for plans this size$1,313
2024$1,587 per active participant
2023$1,367 per active participant
2022$1,276 per active participant

Reisenfeld & Associates, LLC's 2024 employer contribution ran above the $1,313 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
BENEFIT PLANS PLUS · Other servicesindirect comp
MORNINGSTAR · Investment advisory (plan)indirect comp

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$7,600 · 0.11%
2023$13,350 · 0.21%
2022$5,700 · 0.09%
Same employer
Similar plansProfessional & Technical Services · Ohio
Fathom Seo, LLC OH$7.8M · 0.72%
Sigmatek Systems, LLC OH$7.7M · 0.27%
Tryzub Inc OH$7.5M · 0.73%
Javitch Block LLC OH$7.4M · 0.60%
Dicello Levitt LLP OH$7.3M · 0.69%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201822612 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.