Plan Ledger DOL Form 5500 · updated monthly

Tahoma Enterprises, Inc.401(k)

TAHOMA ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN · WOOSTER, OH · plan year 2024

Reported admin expense ratio · 2024
0.65%

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

Tahoma Enterprises, Inc. reported $29,496 in plan administrative expenses for 2024: 0.65% of average plan assets, above the peer median. Employer contributions averaged $1,254 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 0.61% to 0.65%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other management of companies employers. By assets it is among the smaller plans on file in Ohio (2,595th of 3,295), and 660th of 786 in management of companies. In 2024, employees put in $1.56 for every $1.00 the employer contributed; active participation has shrunk from 148 to 115 since 2022.

Plan summary
Net assets, end of year$4,577,853
Participants with balances117
Active participants115
Employer contributions$144,265
Employee contributions$225,365
Employer contribution per active participant$1,254
Average account balance$39,127
Benefits paid to participants$936,042
Plan auditUnmodified (clean) audit opinion
AuditorD'AMICO WAWRIN & COMPANY CPAS, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$4.6M · 117 accts · $144K emplr
2023$4.6M · 126 accts · $163K emplr
2022$4.1M · 145 accts · $165K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,405
Investment management$11,353
Trustee / custodial$738
Total administrative$29,496
The Tahoma Enterprises, Inc. 401(k) match · 2024
Employer contribution per active participant$1,254
Median for plans this size$1,313
2024$1,254 per active participant
2023$1,359 per active participant
2022$1,117 per active participant

Tahoma Enterprises, Inc.'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 · 20242
JULY BUSINESS SERVICES 401(K) PLAN · Recordkeeping$18,143
WHITAKER MYERS WEALTH MANAGERS, LTD · Investment advisory (participants)$11,353

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024July Business Services
2023July Business Services

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$29,496 · 0.65%
2023$26,863 · 0.62%
2022$27,654 · 0.61%
Similar plansManagement of Companies · Ohio
Sgb Smit USA Holding Inc. OH$8.1M · 0.01%
Litter Corporation, Inc. OH$8.1M · 0.12%
Frickers USA, LLC OH$4.5M · 0.68%
Trades Holding Co., LLC OH$3.5M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 208466684 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.