Plan Ledger DOL Form 5500 · updated monthly

Shook Construction Co.401(k)

SHOOK CONSTRUCTION CO. RETIREMENT PLAN · MORAINE, OH · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Shook Construction Co. reported $54,124 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $2,100 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 fell from 0.30% to 0.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 1,003rd-largest of 3,295 plans among Ohio employers on file, and the 1,563rd of 5,337 in construction. In 2024, employees put in $2.78 for every $1.00 the employer contributed; active participation has grown from 167 to 308 since 2022.

Plan summary
Net assets, end of year$29,170,828
Participants with balances202
Active participants308
Employer contributions$646,771
Employee contributions$1,799,902
Employer contribution per active participant$2,100
Average account balance$144,410
Benefits paid to participants$1,241,422
Plan auditUnmodified (clean) audit opinion
AuditorKENTNER SELLERS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$29.2M · 202 accts · $647K emplr
2023$24.1M · 180 accts · $565K emplr
2022$19.7M · 167 accts · $519K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,439
Total administrative$54,124
The Shook Construction Co. 401(k) match · 2024
Employer contribution per active participant$2,100
Median for plans this size$2,416
2024$2,100 per active participant
2023$2,107 per active participant
2022$3,108 per active participant

Shook Construction Co.'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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$29,439
HIGHLAND CONSULTING ASSOCIATES INC · Consulting$24,685

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

Administrative cost history3
2024$54,124 · 0.20%
2023$72,997 · 0.33%
2022$65,522 · 0.30%
Same employer
Similar plansConstruction · Ohio
Adena Corporation OH$29.7M · 0.42%
Stevens Painton Corporation OH$27.0M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 310443680 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.