Plan Ledger DOL Form 5500 · updated monthly

Society of St. Vincent de Paul District Council of Cincinnati, Inc.401(k)

SOCIETY OF ST. VINCENT DEPAUL DISTRICT COUNCIL OF CINCINNATI, INC. 401(K) PLAN · CINCINNATI, OH · plan year 2024

Reported admin expense ratio · 2024
0.79%

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

Society of St. Vincent de Paul District Council of Cincinnati, Inc. reported $17,104 in plan administrative expenses for 2024: 0.79% of average plan assets, above the peer median. Employer contributions averaged $663 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 0.39% to 0.79%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Ohio (2,965th of 3,295), and 2,792nd of 3,341 in other services. In 2024, employees put in $1.53 for every $1.00 the employer contributed; active participation has grown from 248 to 289 since 2022.

Plan summary
Net assets, end of year$2,356,449
Participants with balances146
Active participants289
Employer contributions$191,603
Employee contributions$293,972
Employer contribution per active participant$663
Average account balance$16,140
Benefits paid to participants$368,003
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.4M · 146 accts · $192K emplr
2023$2.0M · 201 accts · $184K emplr
2022$1.6M · 142 accts · $164K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,976
Investment management$128
Total administrative$17,104
The Society of St. Vincent de Paul District Council of Cincinnati, Inc. 401(k) match · 2024
Employer contribution per active participant$663
Median for plans this size$1,313
2024$663 per active participant
2023$553 per active participant
2022$660 per active participant

Society of St. Vincent de Paul District Council of Cincinnati, Inc.'s 2024 employer contribution ran below the $1,313 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
EMPOWER ADVISORY GROUP, LLC · Investment management$128

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$17,104 · 0.79%
2023$9,384 · 0.51%
2022$8,827 · 0.39%
Same employer
Similar plansOther Services · Ohio
Ardmore, Inc. OH$2.6M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 310537510 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.