Plan Ledger DOL Form 5500 · updated monthly

S & S Healthcare Strategies, LTD401(k)

S & S HEALTHCARE STRATEGIES LTD 401(K) PLAN · CINCINNATI, OH · plan year 2022

Reported admin expense ratio · 2022
0.53%

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

S & S Healthcare Strategies, LTD reported $16,267 in plan administrative expenses for 2022: 0.53% of average plan assets, above the peer median. Employer contributions averaged $1,205 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Ohio (2,815th of 3,295), and 4,573rd of 4,798 in finance & insurance. In 2022, employees put in $3.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,246,914
Participants with balances85
Active participants127
Employer contributions$153,083
Employee contributions$483,845
Employer contribution per active participant$1,205
Average account balance$38,199
Benefits paid to participants$81,769
Plan auditUnmodified (clean) audit opinion
AuditorMOORE COLSON & COMPANY PC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$15,725
Investment management$542
Total administrative$16,267
The S & S Healthcare Strategies, LTD 401(k) match · 2022
Employer contribution per active participant$1,205
Median for plans this size$1,114

S & S Healthcare Strategies, LTD's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$16,267 · 0.53%
Same employer
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Rapid Mortgage Company OH$3.4M · 1.07%
River City Mortgage, LLC OH$2.0M · 0.94%
Grasshopper Investments OH$977K · 1.91%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311418743 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.