Plan Ledger DOL Form 5500 · updated monthly

Xaloy LLC401(k)

XALOY 401K PLAN · AUSTINTOWN, OH · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Xaloy LLC reported $67,062 in plan administrative expenses for 2024: 0.31% of average plan assets, above the peer median. Employer contributions averaged $3,510 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 0.24% to 0.31%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,170th-largest of 3,295 plans among Ohio employers on file, and the 5,309th of 13,661 in manufacturing. In 2024, employees put in $1.93 for every $1.00 the employer contributed; active participation has shrunk from 281 to 235 since 2022.

Plan summary
Net assets, end of year$23,724,616
Participants with balances286
Active participants235
Employer contributions$824,954
Employee contributions$1,591,450
Employer contribution per active participant$3,510
Average account balance$82,953
Benefits paid to participants$1,248,430
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$23.7M · 286 accts · $825K emplr
2023$19.1M · 339 accts · $836K emplr
2022$15.3M · 330 accts · $861K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,526
Investment management$42,536
Total administrative$67,062
The Xaloy LLC 401(k) match · 2024
Employer contribution per active participant$3,510
Median for plans this size$2,416
2024$3,510 per active participant
2023$3,542 per active participant
2022$3,064 per active participant

Xaloy LLC'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 · 20242
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$24,834
INTELLICENTS INVESTMENT SOLUTIONS · Investment management$41,705

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$67,062 · 0.31%
2023$37,917 · 0.22%
2022$38,935 · 0.24%
Same employer
Similar plansManufacturing · Ohio
Interdesign, Inc. OH$24.0M · 0.03%
Werk-Brau Co., Inc. OH$23.9M · 0.20%
General Tool Company OH$23.9M · 0.18%
Field Aviation, Inc. OH$23.9M · 0.13%
Codonics, Inc. OH$23.7M · 0.27%
The STEP2 Company LLC OH$23.7M · 0.71%
Process Technology OH$23.4M · 0.23%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 814251752 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.