# Kegler, Brown, Hill & Ritter Co., L.P.A. 401(k) Plan
Source: https://planprovider.pro/companies/kegler-brown-hill-ritter-401k-plan

> Kegler, Brown, Hill & Ritter Co., L.P.A.'s 401(k) plan: 108 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kegler, Brown, Hill & Ritter Co., L.P.A.

- **Sponsor EIN:** 311037466

- **Sponsor Address:** 65 EAST STATE STREET, COLUMBUS, OH, 43215

- **Plan Type:** 401(k)

- **Total Participants:** 108

- **Total Assets:** $62.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|108|$62.1M|$733,762|$1.3M|

| 2023|105|$53.7M|$767,364|$1.4M|

| 2022|110|$48.0M|$786,450|$1.4M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EVERHART FINANCIAL GROUP INC|ADVISOR|$41,022|—|$41,022|

| CLARK, SCHAEFER, HACKETT & CO.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [EVERHART FINANCIAL GROUP INC](https://planprovider.pro/provider/everhart-advisors) — ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $41,022

- **Estimated Expense Ratio:** 0.066% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$37,663|$41,022|—|—|—|

| 2023|$40,820|$39,781|—|—|—|

| 2022|$44,617|—|$44,617|—|—|

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