Plan Ledger DOL Form 5500 · updated monthly

Unwin Company401(k)

UNWIN COMPANY 401(K) PLAN AND TRUST · HILLIARD, OH · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Unwin Company reported $3,740 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $9,446 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 rose from 0.011% to 0.013%. 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 974th-largest of 3,295 plans among Ohio employers on file, and the 4,179th of 11,654 in professional & technical services. In 2024, employees put in $1.36 for every $1.00 the employer contributed; active participation has shrunk from 264 to 165 since 2022.

Plan summary
Net assets, end of year$30,040,377
Participants with balances176
Active participants165
Employer contributions$1,558,522
Employee contributions$2,118,448
Employer contribution per active participant$9,446
Average account balance$170,684
Benefits paid to participants$6,008,047
Plan auditUnmodified (clean) audit opinion
AuditorHOLBROOK & MANTER, INC.
Plan history3
Yearassets · accounts · employer contribution
2024$30.0M · 176 accts · $1.6M emplr
2023$28.3M · 201 accts · $2.2M emplr
2022$26.0M · 252 accts · $2.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,740
Total administrative$3,740
The Unwin Company 401(k) match · 2024
Employer contribution per active participant$9,446
Median for plans this size$2,416
2024$9,446 per active participant
2023$12,674 per active participant
2022$8,245 per active participant

Unwin Company's 2024 employer contribution ran above the $2,416 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 · 20243
NATIONWIDE · Recordkeeping · Custodial (securities)$5,672
APS-PENTEGRA · Recordkeeping · Pension consulting$3,240
LPL FINANCIAL LLC · Investment advisory (participants) · Investment advisory (plan)indirect 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
2024Nationwide, Pentegra
2023Nationwide, Pentegra

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

Administrative cost history3
2024$3,740 · 0.01%
2023$151,888 · 0.56%
2022$3,090 · 0.01%
Similar plansProfessional & Technical Services · Ohio
Marcus Thomas, LLC OH$30.3M · 0.06%
Bsi Engineering, LLC OH$29.3M · 0.31%
The Sheakley Group, Inc. OH$29.1M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311469050 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.