Plan Ledger DOL Form 5500 · updated monthly

Tasi Holdings, Inc.401(k)

TASI HOLDINGS 401(K) PLAN · HARRISON, OH · plan year 2023

Reported admin expense ratio · 2023
0.11%

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

Tasi Holdings, Inc. reported $126,137 in plan administrative expenses for 2023: 0.11% of average plan assets, below the peer median. Employer contributions averaged $3,135 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 1 year on file its reported administrative ratio rose from 0.105% to 0.111%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other manufacturing employers. By assets it is the 307th-largest of 3,295 plans among Ohio employers on file, and the 1,553rd of 13,661 in manufacturing. In 2023, employees put in $2.18 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$131,451,047
Participants with balances688
Active participants1,260
Employer contributions$3,950,297
Employee contributions$8,627,381
Employer contribution per active participant$3,135
Average account balance$191,063
Benefits paid to participants$13,546,903
Plan auditUnmodified (clean) audit opinion
AuditorERNST AND YOUNG, LLP
Plan history2
Yearassets · accounts · employer contribution
2023$131.5M · 688 accts · $4.0M emplr
2022$96.6M · 1,261 accts · $3.4M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$11,804
Investment management$114,333
Total administrative$126,137
The Tasi Holdings, Inc. 401(k) match · 2023
Employer contribution per active participant$3,135
Median for plans this size$3,659
2023$3,135 per active participant
2022$3,279 per active participant

Tasi Holdings, Inc.'s 2023 employer contribution ran below the $3,659 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
CETERA ADVISORS LLC · Investment advisory (plan)$101,097
EMPOWER ADVISORY GROUP, LLC · Investment management$13,236

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

Administrative cost history2
2023$126,137 · 0.11%
2022$107,605 · 0.11%
Similar plansManufacturing · Ohio
Prc-Saltillo OH$135.9M
Shearer's Foods, LLC OH$134.1M · 0.34%
Makino, Inc. OH$133.2M · 0.17%
Oatey Co. OH$128.5M · 0.07%
Bwi North America, Inc. OH$126.2M · 0.01%
Geon Performance Solutions OH$115.5M · 0.17%
Provia Payroll, LLC OH$115.4M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 562394552 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.