Plan Ledger DOL Form 5500 · updated monthly

C. L. Services, Inc.401(k)

C.L. SERVICES, INC. 401K PROFIT SHARING PLAN · ATLANTA, GA · plan year 2023

Reported admin expense ratio · 2023
0.35%

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

C. L. Services, Inc. reported $22,365 in plan administrative expenses for 2023: 0.35% of average plan assets, below the peer median. Employer contributions averaged $2,699 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 0.27% to 0.35%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Georgia (1,428th of 2,160), and 1,366th of 2,677 in transportation & warehousing. In 2023, employees put in $1.74 for every $1.00 the employer contributed; active participation has grown from 117 to 136 since 2022.

Plan summary
Net assets, end of year$7,360,885
Participants with balances117
Active participants136
Employer contributions$367,008
Employee contributions$640,004
Employer contribution per active participant$2,699
Average account balance$62,914
Benefits paid to participants$265,214
Plan auditUnmodified (clean) audit opinion
AuditorNICHOLS, CAULEY & ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$7.3M · 129 accts · $377K emplr
2023$7.4M · 117 accts · $367K emplr
2022$5.5M · 129 accts · $354K emplr
Administrative expenses, itemized · 2023
Investment management$18,142
Total administrative$22,365
The C. L. Services, Inc. 401(k) match · 2023
Employer contribution per active participant$2,699
Median for plans this size$1,308
2024$2,755 per active participant
2023$2,699 per active participant
2022$3,026 per active participant

C. L. Services, Inc.'s 2023 employer contribution ran above the $1,308 median for plans its size, placing it in the top 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
EMPOWER ADVISORY GROUP, LLC · Investment management$3,165
RETIREMENT PLAN ADMINISTRATORS LLC · Contract administrator$2,918

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$25,982 · 0.35%
2023$22,365 · 0.35%
2022$15,450 · 0.27%
Similar plansTransportation & Warehousing · Georgia
Staci Americas LLC GA$8.3M · 0.43%
Stord GA$7.1M · 0.11%
Trucks, Inc. GA$6.9M · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 582773692 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.