Plan Ledger DOL Form 5500 · updated monthly

The Cool Hardware Company, Inc.401(k)

THE COOL HARDWARE COMPANY SAVINGS PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.46%

The Cool Hardware Company, Inc. reported $32,712 in plan administrative expenses for 2024: 0.46% of average plan assets, below the peer median. 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 0.55% to 0.46%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in District of Columbia (479th of 618), and 3,113th of 5,215 in retail trade. active participation has grown from 115 to 201 since 2022.

Plan summary
Net assets, end of year$7,727,658
Participants with balances180
Active participants201
Employer contributions—
Employee contributions$238,131
Employer contribution per active participant—
Average account balance$42,931
Benefits paid to participants$237,543
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.7M · 180 accts
2023$6.5M · 187 accts
2022$5.9M · 200 accts · $23K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,712
Total administrative$32,712
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
ONEAMERICA RETIREMENT SERVICES LLC · Recordkeeping · Loan processing$32,712
MATRIX TRUST COMPANY · Custodial (securities) · Trusteeindirect comp

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$32,712 · 0.46%
2023$29,998 · 0.49%
2022$34,792 · 0.55%
All plans at this employer2
THE COOL HARDWARE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP
THE COOL HARDWARE COMPANY SAVINGS PLAN401(k)
Similar plansRetail Trade · District of Columbia
Optoro, Inc. DC$17.3M · 0.33%
Caribou DC$8.6M · 0.19%
Cronin Auto, Inc. OH$7.7M · 0.61%
Intermed, L.L.C. MI$7.7M · 0.76%
Ydesign Group, LLC CA$7.7M · 0.73%
Sentry Ford Lincoln, Inc. MA$7.7M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 862603669 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.