Plan Ledger DOL Form 5500 · updated monthly

C. J. Coakley Co., Inc.401(k)

C. J. COAKLEY CO., INC. 401(K) & DAVIS BACON PLAN · FAIRFAX, VA · plan year 2024

Reported admin expense ratio · 2024
0.73%

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

C. J. Coakley Co., Inc. reported $181,461 in plan administrative expenses for 2024: 0.73% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,532 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 0.82% to 0.73%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 844th-largest of 2,266 plans among Virginia employers on file, and the 1,718th of 5,337 in construction. In 2024, employees put in $1.21 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$25,349,817
Participants with balances459
Active participants330
Employer contributions$505,609
Employee contributions$610,607
Employer contribution per active participant$1,532
Average account balance$55,228
Benefits paid to participants$2,366,125
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$25.3M · 459 accts · $506K emplr
2023$24.4M · 400 accts · $605K emplr
2022$22.3M · 495 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$74,605
Investment management$83,856
Audit (IQPA)$23,000
Total administrative$181,461
The C. J. Coakley Co., Inc. 401(k) match · 2024
Employer contribution per active participant$1,532
Median for plans this size$2,416
2024$1,532 per active participant
2023$2,147 per active participant
2022$5,346 per active participant

C. J. Coakley Co., Inc.'s 2024 employer contribution ran below 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 · 20245
CBIZ BENEFITS & INSURANCE SERVICES · Contract administrator$46,989
CBIZ INVESTMENT ADVISORY SERVICES, · Investment advisory (plan)$43,855
EMPOWER ADVISORY GROUP · Investment management$40,001
YOUNT, HYDE & BARBOUR · Accounting / audit$23,000

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$181,461 · 0.73%
2023$199,273 · 0.85%
2022$199,038 · 0.82%
Same employer
Similar plansConstruction · Virginia
Hourigan Construction Corp. VA$30.0M · 0.33%
Waco, Inc. VA$27.6M · 0.24%
Slurry Pavers, Inc. VA$22.6M · 0.03%
Cranemasters Inc VA$22.5M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 540804860 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.