Plan Ledger DOL Form 5500 · updated monthly

St. Vincent Family Services401(k)

ST. VINCENT FAMILY SERVICES EMPLOYEE RETIREMENT PLAN · COLUMBUS, OH · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

St. Vincent Family Services reported $7,488 in plan administrative expenses for 2024: 0.16% of average plan assets, lower than ~75% of peers. Employer contributions averaged $681 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 0.16%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Ohio (2,549th of 3,295), and 7,938th of 11,911 in health care & social assistance. In 2024, employees put in $2.86 for every $1.00 the employer contributed; active participation has grown from 124 to 171 since 2022.

Plan summary
Net assets, end of year$4,949,946
Participants with balances205
Active participants171
Employer contributions$116,453
Employee contributions$333,043
Employer contribution per active participant$681
Average account balance$24,146
Benefits paid to participants$636,647
Plan auditUnmodified (clean) audit opinion
AuditorWELLS, CPA LLC
Plan history3
Yearassets · accounts · employer contribution
2024$4.9M · 205 accts · $116K emplr
2023$4.6M · 179 accts · $121K emplr
2022$4.6M · 154 accts · $109K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,875
Investment management$53
Total administrative$7,488
The St. Vincent Family Services 401(k) match · 2024
Employer contribution per active participant$681
Median for plans this size$1,313
2024$681 per active participant
2023$834 per active participant
2022$880 per active participant

St. Vincent Family Services'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 · 20241
CBIZ INVESTMENT ADVISORY SERVICES, · Investment advisory (participants)$45

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$7,488 · 0.16%
2023$3,819 · 0.08%
2022$2,393 · 0.05%
Same employer
Similar plansHealth Care & Social Assistance · Ohio
Valley Hospice, Inc. OH$5.0M · 0.08%
Commquest Services, Inc. OH$4.8M · 1.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 314379572 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.