Plan Ledger DOL Form 5500 · updated monthly

C&W Facility Services, Inc.401(k)

C&W SERVICES SECURITY FUND 401(K) PLAN · NEEDHAM, MA · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

C&W Facility Services, Inc. reported $39,124 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $358 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 fell from 0.36% to 0.27%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Massachusetts (1,544th of 2,726), and the 760th of 2,534 in administrative & support services. In 2024, employees put in $4.49 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,048,170
Participants with balances200
Active participants755
Employer contributions$270,363
Employee contributions$1,212,613
Employer contribution per active participant$358
Average account balance$75,241
Benefits paid to participants$1,650,167
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.0M · 200 accts · $270K emplr
2023$13.4M · 202 accts · $264K emplr
2022$11.2M · 227 accts · $280K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,008
Investment management$8,116
Total administrative$39,124
The C&W Facility Services, Inc. 401(k) match · 2024
Employer contribution per active participant$358
Median for plans this size$2,416
2024$358 per active participant
2023$356 per active participant
2022$389 per active participant

C&W Facility Services, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$31,008
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$8,116

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$39,124 · 0.27%
2023$38,576 · 0.31%
2022$45,105 · 0.36%
Similar plansAdministrative & Support Services · Massachusetts
Vpne Parking Solutions, LLC MA$17.7M · 0.57%
Hopperusa, Inc. MA$17.6M · 0.39%
John Galt Staffing, Inc. MA$17.2M · 0.21%
Northern Tree Service, LLC MA$14.6M · 0.08%
Digipress dba Spire MA$13.6M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770698582 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.