Plan Ledger DOL Form 5500 · updated monthly

The Kleingers Group401(k)

THE KLEINGERS GROUP RETIREMENT SAVINGS PLAN · WEST CHESTER, OH · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

The Kleingers Group reported $44,869 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $3,775 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 0.66% to 0.26%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,373rd-largest of 3,295 plans among Ohio employers on file, and the 5,739th of 11,654 in professional & technical services. In 2024, employees put in $2.42 for every $1.00 the employer contributed; active participation has grown from 119 to 137 since 2022.

Plan summary
Net assets, end of year$19,008,429
Participants with balances149
Active participants137
Employer contributions$517,211
Employee contributions$1,250,335
Employer contribution per active participant$3,775
Average account balance$127,573
Benefits paid to participants$1,146,235
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$19.0M · 149 accts · $517K emplr
2023$16.0M · 132 accts · $438K emplr
2022$12.8M · 119 accts · $391K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,608
Investment management$13,261
Total administrative$44,869
The The Kleingers Group 401(k) match · 2024
Employer contribution per active participant$3,775
Median for plans this size$2,416
2024$3,775 per active participant
2023$3,200 per active participant
2022$3,284 per active participant

The Kleingers Group's 2024 employer contribution ran above the $2,416 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 · 20244
ADP, INC. · Recordkeeping · Investment advisory (participants)$15,095
PENTEGRA TRUST · Recordkeeping · Trustee$7,966
MESIROW FINANCIAL · Recordkeeping · Named fiduciary$6,484
RELIANCE TRUST · Trustee$29,773

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

Recordkeeper by year2
2024ADP, MESIROW FINANCIAL, Pentegra
2023Pentegra

This plan has changed recordkeepers within these filings. If you left The Kleingers Group before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$44,869 · 0.26%
2023$105,602 · 0.74%
2022$89,971 · 0.66%
Same employer
Similar plansProfessional & Technical Services · Ohio
Vocon Design, Inc. OH$19.8M · 0.39%
Kreber Graphics, Inc. OH$19.4M · 0.44%
Signature Partners, Inc. OH$19.2M · 0.03%
Kdm Signs, Inc. OH$19.0M · 0.10%
Echo Health, Inc. OH$18.9M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311368100 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.