Profile
Paycor 401(K) Plan in Cincinnati, OH is in Ohio, its EIN is 311299990, its industry group is Accounting, Tax Preparation, Bookkeeping, and Payroll Services, its plan administrator is Sarah K Haines, is a profit-sharing plan, covered by a fidelity bond, an ERISA section 404(c) plan, self-administered by the plan sponsor, provides for automatic enrollment, is a single-employer plan, has total assets of $100M to $250M, has 1,000 to 4,999 total participants, is worse than the overall participant averages in each of average account balance, active-participant contributions per head, employer contributions per active participant, and total administrative expense per participant (4 total), and is higher than the overall administrative medians in each of contract administrator fees, investment advisory and management fees, total administrative expenses, and total administrative expense ratio.
Numeric values:
- total assets ($131.80M)
- net assets (assets minus liabilities) ($131.80M)
- value of interest in registered investment companies (e.g., mutual funds) ($125.10M)
- total income ($37,863,005)
- net income ($24,656,833)
- total contributions ($19,485,659)
- total expenses ($13,206,172)
- cash contributions from participants ($12,413,435)
- value of funds held in insurance company general account (unallocated contracts) ($4,837,167)
- participant loans ($1,916,272)
- cash contributions from employers ($1,661,850)
- total administrative expenses ($312,982)
- contract administrator fees ($230,699)
- investment advisory and management fees ($82,283)
- average account balance ($59,130)
- net income per active participant ($14,478)
- average participant cash contribution per active participant ($7,289)
- average employer cash contribution per active participant ($975.80)
- total administrative expense per participant ($140.41)
- total noninterest-bearing cash ($0)
- receivables - employer contributions ($0)
- receivables - participant contributions ($0)
- other receivables (not employer nor participant contributions) ($0)
- interest-bearing cash (e.g., money market accounts, certificates of deposit) ($0)
- U.S. government securities ($0.0K)
- corporate debt instruments (preferred & other than employer securities) ($0)
- corporate debt instruments (below preferred & other than employer securities) ($0)
- corporate preferred stocks (other than employer securities) ($0)
- corporate common stocks (other than employer securities) ($0)
- partnership/joint venture interests ($0)
- real estate (other than employer real property) ($0)
- loans (other than to participants) ($0)
- value of interest in common/collective trusts ($0)
- value of interest in pooled separate accounts ($0)
- value of interest in master trust investment accounts ($0.0K)
- value of interest in 103-12 investment entities ($0)
- other general investments ($0)
- employer-related securities investments ($0)
- employer-related real-property investments ($0)
- buildings and other property used in plan operation ($0)
- total liabilities ($0)
- professional fees ($0)
- other administrative expenses ($0)
- percentage of active participants at the end of the plan year (76.4%)
- diversity of asset types (7.3%)
- participant loans as a percentage of plan assets (1.45%)
- total administrative expense ratio (0.240%)
- employer securities as a percentage of plan assets (0.00%)
- active participants at the end of the plan year (1,703)
- deceased participants whose beneficiaries receive or are entitled to benefits (0)
- living participants (2,229)
- other retired or separated participants entitled to future benefits (488)
- retired or separated participants receiving benefits (38)
- total participants (2,229)