Plan Ledger DOL Form 5500 · updated monthly

Tucker Ellis LLP401(k)

TUCKER ELLIS LLP RETIREMENT SAVINGS PLAN · CLEVELAND, OH · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Tucker Ellis LLP reported $197,670 in plan administrative expenses for 2024: 0.16% of average plan assets, above the peer median. Employer contributions averaged $13,950 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 3 years on file its reported administrative ratio has held roughly steady near 0.160%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 313th-largest of 3,295 plans among Ohio employers on file, and the 1,207th of 11,654 in professional & technical services. In 2024, employees put in $1.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$128,776,407
Participants with balances401
Active participants300
Employer contributions$4,185,097
Employee contributions$4,308,491
Employer contribution per active participant$13,950
Average account balance$321,138
Benefits paid to participants$10,777,592
Plan auditUnmodified (clean) audit opinion
AuditorZINNER&CO.LLP
Plan history3
Yearassets · accounts · employer contribution
2024$128.8M · 401 accts · $4.2M emplr
2023$118.4M · 416 accts · $4.0M emplr
2022$97.4M · 405 accts · $3.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$47,283
Investment management$150,387
Total administrative$197,670
The Tucker Ellis LLP 401(k) match · 2024
Employer contribution per active participant$13,950
Median for plans this size$3,635
2024$13,950 per active participant
2023$13,210 per active participant
2022$12,667 per active participant

Tucker Ellis LLP's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. 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 · 20246
SCHWAB RETIREMENT PLAN SERVICES INC · Recordkeeping · Investment advisory (participants)$82,951
ANCORA FAMILY WEALTH ADVISORS · Investment advisory (participants)$62,398
CBIZ INVESTMENT ADVISORY SERVI · Investment management$40,255
MAI CAPITAL MANAGEMENT LLC · Investment advisory (participants)$6,750
JPS FINANCIAL LLC · Investment advisory (participants)$5,316
CHARLES SCHWAB & CO., INC. · Securities brokerage$570

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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Administrative cost history3
2024$197,670 · 0.16%
2023$188,718 · 0.17%
2022$168,523 · 0.16%
All plans at this employer2
TUCKER ELLIS LLP RETIREMENT SAVINGS PLAN401(k)
TUCKER ELLIS LLP COUNSEL & ASSOCIATES RETIREMENT PLAN401(k)
Same employer
Similar plansProfessional & Technical Services · Ohio
Burke, Inc. OH$129.0M
Reminger Co., L.P.A. OH$118.7M · 0.10%
Quantum Health, Inc. OH$109.0M · 0.28%
Spitzer Management, Inc. OH$106.2M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200073899 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.