Plan Ledger DOL Form 5500 · updated monthly

The Habegger Corporation401(k)

THE HABEGGER CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST · SHARONVILLE, OH · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

The Habegger Corporation reported $161,830 in plan administrative expenses for 2024: 0.21% of average plan assets, above the peer median. Employer contributions averaged $5,390 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 0.24% to 0.21%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 437th-largest of 3,295 plans among Ohio employers on file, and the 511th of 4,246 in wholesale trade. In 2024, the employer put in $1.00 for every $1.00 employees contributed themselves; active participation has grown from 500 to 586 since 2022.

Plan summary
Net assets, end of year$81,517,797
Participants with balances688
Active participants586
Employer contributions$3,158,822
Employee contributions$3,146,393
Employer contribution per active participant$5,390
Average account balance$118,485
Benefits paid to participants$8,823,497
Plan auditUnmodified (clean) audit opinion
AuditorBARNES DENNING
Plan history3
Yearassets · accounts · employer contribution
2024$81.5M · 688 accts · $3.2M emplr
2023$73.5M · 677 accts · $2.7M emplr
2022$62.5M · 643 accts · $3.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,318
Investment management$138,562
Total administrative$161,830
The The Habegger Corporation 401(k) match · 2024
Employer contribution per active participant$5,390
Median for plans this size$3,635
2024$5,390 per active participant
2023$4,788 per active participant
2022$6,387 per active participant

The Habegger Corporation's 2024 employer contribution ran above the $3,635 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 · 20243
UBS FINANCIAL SERVICES INC$47,250
LATITUDE SERVICE COMPANY INC$23,225

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$161,830 · 0.21%
2023$153,781 · 0.23%
2022$163,089 · 0.24%
Same employer
Similar plansWholesale Trade · Ohio
Brothers Trading Co., Inc. OH$94.1M · 0.05%
Meridian Bioscience, Inc. OH$90.5M · 0.19%
Transtar Industries, LLC OH$85.9M · 0.11%
Imcd Holdings U.S., Inc. OH$79.5M · 0.19%
Gunton Corporation OH$71.4M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311225518 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.