Plan Ledger DOL Form 5500 · updated monthly

Roetzel & Andress, L.P.A.401(k)

THE ROETZEL & ANDRESS 401(K) PLAN · AKRON, OH · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Roetzel & Andress, L.P.A. reported $116,691 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $3,440 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 0.087% to 0.095%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 286th-largest of 3,295 plans among Ohio employers on file, and the 1,120th of 11,654 in professional & technical services. In 2024, employees put in $3.41 for every $1.00 the employer contributed; active participation has grown from 286 to 349 since 2022.

Plan summary
Net assets, end of year$138,900,452
Participants with balances481
Active participants349
Employer contributions$1,200,567
Employee contributions$4,092,761
Employer contribution per active participant$3,440
Average account balance$288,774
Benefits paid to participants$6,053,253
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$138.9M · 481 accts · $1.2M emplr
2023$106.9M · 425 accts · $2.1M emplr
2022$91.6M · 414 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$54,384
Investment management$49,307
Audit (IQPA)$13,000
Total administrative$116,691
The Roetzel & Andress, L.P.A. 401(k) match · 2024
Employer contribution per active participant$3,440
Median for plans this size$3,635
2024$3,440 per active participant
2023$6,963 per active participant
2022$6,848 per active participant

Roetzel & Andress, L.P.A.'s 2024 employer contribution ran below the $3,635 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 · 20244
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$62,500
ENZA FINANCIAL LLC · Investment management$38,680
SIKICH CPA LLC · Accounting / audit$13,000
CHARLES SCHWAB & CO., INC. · Securities brokerage$305

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$116,691 · 0.09%
2023$106,430 · 0.11%
2022$89,802 · 0.09%
Same employer
Similar plansProfessional & Technical Services · Ohio
Dlz Corporation OH$169.8M · 0.03%
Park Place Technologies, LLC OH$152.6M · 0.26%
Medvet, Inc. OH$146.7M · 0.22%
McDonald Hopkins LLC OH$139.7M · 0.13%
The Rovisys Company OH$136.3M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341245415 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.