Plan Ledger DOL Form 5500 · updated monthly

Sur-Seal, LLC401(k)

SUR-SEAL 401(K) RETIREMENT SAVINGS PLAN · CINCINNATI, 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

Sur-Seal, LLC reported $58,003 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $1,999 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 0.15% to 0.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 963rd-largest of 3,295 plans among Ohio employers on file, and the 4,437th of 13,661 in manufacturing. In 2024, employees put in $2.09 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$30,486,961
Participants with balances359
Active participants365
Employer contributions$729,671
Employee contributions$1,523,405
Employer contribution per active participant$1,999
Average account balance$84,922
Benefits paid to participants$2,504,363
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$30.5M · 359 accts · $730K emplr
2023$26.6M · 361 accts · $692K emplr
2022$21.8M · 385 accts · $388K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$48,536
Investment management$9,467
Total administrative$58,003
The Sur-Seal, LLC 401(k) match · 2024
Employer contribution per active participant$1,999
Median for plans this size$2,416
2024$1,999 per active participant
2023$2,103 per active participant
2022$1,127 per active participant

Sur-Seal, LLC'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$48,536
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$9,467

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$58,003 · 0.20%
2023$48,214 · 0.20%
2022$29,211 · 0.15%
Same employer
Similar plansManufacturing · Ohio
Pressco Technology Inc. OH$31.4M · 0.11%
Cincinnati Copiers, Inc. OH$30.8M · 0.41%
United McGill Corporation OH$30.7M · 0.28%
Pax Machine Works, Inc. OH$29.9M · 0.48%
Polychem LLC OH$29.7M · 0.37%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 310710953 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.