Plan Ledger DOL Form 5500 · updated monthly

Spring Grove Cemetery and Arboretum401(k)

SPRING GROVE CEMETERY AND ARBORETUM 401(K) PROFIT SHARING PLAN · CINCINNATI, OH · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

Spring Grove Cemetery and Arboretum reported $72,938 in plan administrative expenses for 2024: 0.47% of average plan assets, higher than ~75% of peers. Employer contributions averaged $5,971 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 3 years on file its reported administrative ratio has held roughly steady near 0.47%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 1,514th-largest of 3,295 plans among Ohio employers on file, and the 1,206th of 3,341 in other services. In 2024, the employer put in $1.23 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$16,623,312
Participants with balances202
Active participants150
Employer contributions$895,710
Employee contributions$729,712
Employer contribution per active participant$5,971
Average account balance$82,294
Benefits paid to participants$1,027,740
Plan auditUnmodified (clean) audit opinion
AuditorMELLOTT & MELLOTT PLL
Plan history3
Yearassets · accounts · employer contribution
2024$16.6M · 202 accts · $896K emplr
2023$14.3M · 193 accts · $895K emplr
2022$11.9M · 188 accts · $829K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,348
Investment management$40,590
Total administrative$72,938
The Spring Grove Cemetery and Arboretum 401(k) match · 2024
Employer contribution per active participant$5,971
Median for plans this size$2,416
2024$5,971 per active participant
2023$5,702 per active participant
2022$5,642 per active participant

Spring Grove Cemetery and Arboretum's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
TRANSAMERICA LIFE INSURANCE CO · Recordkeeping · Loan processing$25,898
M2B RETIREMENT CONSULTING, LLC · Recordkeeping · Loan processing$6,450
EDWARD D JONES & COMPANY · Investment advisory (plan)$37,557
MESIROW FINANCIAL, INC · Investment advisory (plan)$3,033

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

Recordkeeper by year2
2024M2B RETIREMENT CONSULTING, LLC, Transamerica
2023M2B RETIREMENT CONSULTING, LLC, Transamerica

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

Administrative cost history3
2024$72,938 · 0.47%
2023$65,238 · 0.50%
2022$59,983 · 0.46%
Same employer
Similar plansOther Services · Ohio
Crane 1 Services, Inc. OH$19.0M · 0.75%
Park Place Operations, Inc. OH$16.6M · 0.54%
The Way International OH$16.4M · 0.11%
Csa Service Solutions, LLC OH$15.1M · 0.75%
Company Wrench, LTD OH$14.8M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 310235950 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.