Plan Ledger DOL Form 5500 · updated monthly

School Outfitters, LLC401(k)

SCHOOL OUTFITTERS, LLC 401(K) RETIREMENT PLAN · CINCINNATI, OH · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

School Outfitters, LLC reported $38,847 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $1,673 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 0.05% to 0.27%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,529th-largest of 3,295 plans among Ohio employers on file, and 2,241st of 4,246 in wholesale trade. In 2024, employees put in $3.93 for every $1.00 the employer contributed; active participation has grown from 138 to 169 since 2022.

Plan summary
Net assets, end of year$16,270,413
Participants with balances199
Active participants169
Employer contributions$282,698
Employee contributions$1,110,069
Employer contribution per active participant$1,673
Average account balance$81,761
Benefits paid to participants$240,724
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.3M · 199 accts · $283K emplr
2023$13.0M · 163 accts · $238K emplr
2022$11.3M · 158 accts · $218K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$195
Investment management$35,680
Total administrative$38,847
The School Outfitters, LLC 401(k) match · 2024
Employer contribution per active participant$1,673
Median for plans this size$2,416
2024$1,673 per active participant
2023$1,629 per active participant
2022$1,578 per active participant

School Outfitters, LLC's 2024 employer contribution ran below the $2,416 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 · 20243
PENSION CORPORATION OF AMERICA · Contract administrator · Recordkeeping$3,167
PCA INVESTMENT ADVISORY SERVICES · Investment advisory (plan)$35,680
CHARLES SCHWAB TRUST BANK · Investment managementindirect comp

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

Recordkeeper by year2
2024PENSION CORPORATION OF AMERICA
2023PENSION CORPORATION OF AMERICA

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

Administrative cost history3
2024$38,847 · 0.27%
2023$35,390 · 0.29%
2022$6,389 · 0.05%
Same employer
Similar plansWholesale Trade · Ohio
K & M Tire, Inc. OH$16.9M · 0.53%
Nk Parts Industries, Inc. OH$16.4M · 0.87%
Hughes Peters OH$15.7M · 0.00%
Gl Power, Inc. OH$15.5M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 611341943 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.