Plan Ledger DOL Form 5500 · updated monthly

T.R. Hedge & Associates, Inc.401(k)

HR BUTLER MEP RETIREMENT PLAN · DUBLIN, OH · plan year 2022

Reported admin expense ratio · 2022
1.18%

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

T.R. Hedge & Associates, Inc. reported $100,808 in plan administrative expenses for 2022: 1.18% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,069 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Ohio (2,104th of 3,295), and 8,375th of 11,654 in professional & technical services. In 2022, employees put in $2.56 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,827,308
Participants with balances257
Active participants463
Employer contributions$494,918
Employee contributions$1,265,825
Employer contribution per active participant$1,069
Average account balance$34,348
Benefits paid to participants$484,687
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $516K emplr
2022$8.8M · 257 accts · $495K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$14,389
Investment management$86,419
Total administrative$100,808
The T.R. Hedge & Associates, Inc. 401(k) match · 2022
Employer contribution per active participant$1,069
Median for plans this size$1,114

T.R. Hedge & Associates, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$100,808 · 1.18%
Similar plansProfessional & Technical Services · Ohio
First Communications, LLC OH$9.0M · 0.05%
Enervise, Inc. OH$8.9M · 0.06%
Onix Networking Corp. OH$8.9M · 0.90%
Path Forward Consulting OH$8.8M · 1.24%
Agh Ultimate LLC OH$8.7M · 0.38%
Tsy Enterprises Inc OH$8.7M · 0.90%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311256367 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.