Plan Ledger DOL Form 5500 · updated monthly

Servatii, Inc.401(k)

SERVATII, INC. 401(K) PLAN · CINCINNATI, OH · plan year 2022

Reported admin expense ratio · 2022
0.08%

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

Servatii, Inc. reported $175 in plan administrative expenses for 2022: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $781 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Ohio (3,238th of 3,295), and 5,100th of 5,215 in retail trade. In 2022, employees put in $1.05 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$313,969
Participants with balances29
Active participants139
Employer contributions$108,594
Employee contributions$113,929
Employer contribution per active participant$781
Average account balance$10,827
Benefits paid to participants$2,430
Plan auditUnmodified (clean) audit opinion
AuditorHOBE & LUCAS CPAS
Administrative expenses, itemized · 2022
Professional / advisory$175
Total administrative$175
The Servatii, Inc. 401(k) match · 2022
Employer contribution per active participant$781
Median for plans this size$331

Servatii, Inc.'s 2022 employer contribution ran above the $331 median for plans its size, placing it in the top quarter of its peers. 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$175 · 0.08%
Similar plansRetail Trade · Ohio
Sarchione Auto Group, LTD OH$764K · 1.77%
Mp Management 3, LLC OH$611K · 0.75%
Cincy Clips, Inc. OH$556K · 1.57%
Oberers Flowers, Inc. OH$218K · 0.77%
S&G Stores LLC OH$161K · 1.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311381777 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.