Plan Ledger DOL Form 5500 · updated monthly

Taft Stettinius & Hollister LLP401(k)

TAFT STETTINIUS & HOLLISTER LLP THRIFT SAVINGS & RETIREMENT PLAN - PLAN 1 · CINCINNATI, OH · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Taft Stettinius & Hollister LLP reported $325,086 in plan administrative expenses for 2024: 0.04% of average plan assets, below the peer median. Employer contributions averaged $17,314 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 fell from 0.05% to 0.04%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 71st-largest of 3,295 plans among Ohio employers on file, and the 210th of 11,654 in professional & technical services. In 2024, the employer put in $1.26 for every $1.00 employees contributed themselves; active participation has grown from 1,148 to 1,468 since 2022.

Plan summary
Net assets, end of year$848,887,158
Participants with balances1,807
Active participants1,468
Employer contributions$25,416,868
Employee contributions$20,114,422
Employer contribution per active participant$17,314
Average account balance$469,777
Benefits paid to participants$49,642,803
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$848.9M · 1,807 accts · $25.4M emplr
2023$745.6M · 1,550 accts · $18.4M emplr
2022$519.3M · 1,419 accts · $7.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$62,760
Investment management$262,326
Total administrative$325,086
The Taft Stettinius & Hollister LLP 401(k) match · 2024
Employer contribution per active participant$17,314
Median for plans this size$4,294
2024$17,314 per active participant
2023$14,508 per active participant
2022$6,735 per active participant

Taft Stettinius & Hollister LLP's 2024 employer contribution ran above the $4,294 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 · 202412
MERRILL LYNCH PIERCE FENNER SMITH · Investment advisory (participants)$62,028
MARINER LLC · Investment advisory (participants) · Securities brokerage$38,035
AT INVESTMENT ADVISORS · Investment advisory (participants) · Securities brokerage$26,875
WOODLEY FARRA MANION PORTFOLIO · Investment advisory (participants) · Securities brokerage$20,909
MORGAN STANLEY SMITH BARNEY LLC · Investment advisory (participants) · Securities brokerage$20,306
CURRY WEBB WEALTH MANAGEMENT · Investment advisory (participants) · Securities brokerage$17,901
CORIENT PRIVATE WEALTH LLC · Investment advisory (participants) · Securities brokerage$10,780
MCF ADVISORS LLC · Investment advisory (participants) · Securities brokerage$9,083
NORTHWESTERN MUTUAL · Investment advisory (participants) · Securities brokerage$8,748
MAI CAPITAL MANAGEMENT LLC · Investment advisory (participants) · Securities brokerage$8,438
CAPITAL MGMT SERVICES INC. · Investment advisory (participants) · Securities brokerage$7,673

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$325,086 · 0.04%
2023$323,746 · 0.05%
2022$280,019 · 0.05%
All plans at this employer3
TAFT STETTINIUS & HOLLISTER LLP THRIFT SAVINGS & RETIREMENT PLAN - PLAN 1401(k)
TAFT STETTINIUS & HOLLISTER LLP THRIFT SAVINGS & RETIREMENT PLAN - PLAN 2401(k)
JAFFE, RAITT, HEUER & WEISS, PROFESSIONAL CORPORATION RETIREMENT PLAN AND TRUST401(k)
Same employer
Similar plansProfessional & Technical Services · Ohio
Cbiz, Inc. OH$1.4B · 0.03%
Baker & Hostetler LLP OH$1.2B · 0.00%
Squire Patton Boggs (US) LLP OH$868.6M · 0.02%
Dinsmore & Shohl LLP OH$472.2M · 0.14%
Thompson Hine LLP OH$460.1M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 310541755 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.