Plan Ledger DOL Form 5500 · updated monthly

Sateri Home Inc & SubsidiariesProfit-sharing plan

SATERI HOME INC & SUBSIDIARIES · YOUNGSTOWN, OH · plan year 2022

Reported admin expense ratio · 2022
0.91%

Sateri Home Inc & Subsidiaries reported $40,404 in plan administrative expenses for 2022: 0.91% of average plan assets, higher than ~75% of peers. 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 0.91% to 1.14%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Ohio (2,601st of 3,295), and 8,192nd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$4,546,892
Participants with balances16
Active participants16
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$284,181
Benefits paid to participants$340,011
Plan auditUnmodified (clean) audit opinion
AuditorO'CONNOR, HOSO, & LOREE, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$4.4M · 330 accts
2023$4.5M · 11 accts
2022$4.5M · 16 accts
Administrative expenses, itemized · 2022
Professional / advisory$40,404
Total administrative$40,404
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 history3
2024$50,544 · 1.14%
2023$43,819 · 0.97%
2022$40,404 · 0.91%
Similar plansHealth Care & Social Assistance · Ohio
Commquest Services, Inc. OH$4.8M · 1.40%
The Village at Marymount OH$4.5M · 0.12%
Jag Healthcare, Inc. OH$4.5M · 0.08%
Beechwood Home OH$4.4M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341214370 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.