Plan Ledger DOL Form 5500 · updated monthly

Winsupply C Columbus Oh Co. dba Carr Supply - Columbus401(k)

WINSUPPLY C COLUMBUS OH CO. DBA CARR SUPPLY - COLUMBUS 401K PROFIT SHARING PLAN · DAYTON, OH · plan year 2021

Reported admin expense ratio · 2021
0.66%

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

Winsupply C Columbus Oh Co. dba Carr Supply - Columbus reported $51,087 in plan administrative expenses for 2021: 0.66% of average plan assets, above the peer median. Employer contributions averaged $1,243 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 1 year on file its reported administrative ratio rose from 0.66% to 1.02%. The plan sits in the $1M–$10M size bracket, benchmarked here against 289 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Ohio (2,185th of 3,295), and 3,191st of 4,246 in wholesale trade. In 2021, employees put in $1.72 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,140,648
Participants with balances151
Active participants216
Employer contributions$268,387
Employee contributions$461,093
Employer contribution per active participant$1,243
Average account balance$53,912
Benefits paid to participants$773,626
Plan auditUnmodified (clean) audit opinion
AuditorBRADY, WARE & SCHOENFELD, INC.
Plan history2
Yearassets · accounts · employer contribution
2022$9K · $111K emplr
2021$8.1M · 151 accts · $268K emplr
Administrative expenses, itemized · 2021
Audit (IQPA)$974
Total administrative$51,087
The Winsupply C Columbus Oh Co. dba Carr Supply - Columbus 401(k) match · 2021
Employer contribution per active participant$1,243
Median for plans this size$994

Winsupply C Columbus Oh Co. dba Carr Supply - Columbus's 2021 employer contribution ran above the $994 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 2021 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2022$41,612 · 1.02%
2021$51,087 · 0.66%
Similar plansWholesale Trade · Ohio
Caruso, Inc. OH$8.7M · 0.06%
Tarrier Foods Corporation OH$8.2M · 0.62%
K & M International, Inc. OH$8.2M · 0.10%
Holman Motors, Inc. OH$7.7M · 0.52%
Carr Supply Co. OH$7.3M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 861180394 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.