Plan Ledger DOL Form 5500 · updated monthly

The Sheakley Group, Inc.401(k)

THE SHEAKLEY GROUP OF COMPANIES 401(K) · CINCINNATI, OH · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

The Sheakley Group, Inc. reported $28,053 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,383 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 0.27% to 0.10%. 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 1,005th-largest of 3,295 plans among Ohio employers on file, and the 4,278th of 11,654 in professional & technical services. In 2024, employees put in $3.13 for every $1.00 the employer contributed; active participation has grown from 264 to 382 since 2022.

Plan summary
Net assets, end of year$29,112,604
Participants with balances501
Active participants382
Employer contributions$528,160
Employee contributions$1,652,046
Employer contribution per active participant$1,383
Average account balance$58,109
Benefits paid to participants$7,189,677
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$29.1M · 501 accts · $528K emplr
2023$28.7M · 336 accts · $355K emplr
2022$23.2M · 331 accts · $313K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,264
Investment management$16,107
Trustee / custodial$5,682
Total administrative$28,053
The The Sheakley Group, Inc. 401(k) match · 2024
Employer contribution per active participant$1,383
Median for plans this size$2,416
2024$1,383 per active participant
2023$1,315 per active participant
2022$1,187 per active participant

The Sheakley Group, Inc.'s 2024 employer contribution ran below 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 · 20243
OCTAVIA · Investment advisory (participants) · Investment advisory (plan)$16,107
SHEAKLEY WORKFORCE MANAGEMENT · Contract administrator$6,264
MATRIX · Custodial (securities) · Trustee$5,682

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$28,053 · 0.10%
2023$28,785 · 0.11%
2022$71,403 · 0.27%
Same employer
Similar plansProfessional & Technical Services · Ohio
Unwin Company OH$30.0M · 0.01%
Bsi Engineering, LLC OH$29.3M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311176227 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.