Plan Ledger DOL Form 5500 · updated monthly

Stoll Keenon Ogden PLLC401(k)

STOLL KEENON OGDEN PROFIT SHARING PLAN · LEXINGTON, KY · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Stoll Keenon Ogden PLLC reported $66,776 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $17,002 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 0.035% to 0.041%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 56th-largest of 871 plans among Kentucky employers on file, and the 947th of 11,654 in professional & technical services. In 2024, the employer put in $1.69 for every $1.00 employees contributed themselves; active participation has shrunk from 252 to 215 since 2022.

Plan summary
Net assets, end of year$167,918,415
Participants with balances349
Active participants215
Employer contributions$3,655,429
Employee contributions$2,161,167
Employer contribution per active participant$17,002
Average account balance$481,142
Benefits paid to participants$23,583,161
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$167.9M · 349 accts · $3.7M emplr
2023$159.8M · 364 accts · $3.6M emplr
2022$135.2M · 366 accts · $3.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$66,776
Total administrative$66,776
The Stoll Keenon Ogden PLLC 401(k) match · 2024
Employer contribution per active participant$17,002
Median for plans this size$3,635
2024$17,002 per active participant
2023$14,783 per active participant
2022$11,745 per active participant

Stoll Keenon Ogden PLLC's 2024 employer contribution ran above the $3,635 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 · 20242
CHARLES SCHWAB & CO., INC. · Securities brokerage$177

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$66,776 · 0.04%
2023$60,437 · 0.04%
2022$52,077 · 0.04%
Same employer
Similar plansProfessional & Technical Services · Kentucky
Confluent Health, LLC KY$204.1M · 0.23%
Southern Graphics Inc. KY$202.1M · 0.11%
Stites & Harbison KY$183.6M · 0.08%
Waystar, Inc. KY$161.8M · 0.12%
Wyatt, Tarrant & Combs, LLP KY$125.0M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 610421389 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.