Plan Ledger DOL Form 5500 · updated monthly

C4 Planning Solutions, LLC401(k)

C4 PLANNING SOLUTIONS, L.L.C. RETIREMENT PLAN · BLYTHE, GA · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

C4 Planning Solutions, LLC reported $14,758 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $1,950 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 3 years on file its reported administrative ratio has held roughly steady near 0.22%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Georgia (1,442nd of 2,160), and 9,000th of 11,654 in professional & technical services. In 2024, employees put in $1.70 for every $1.00 the employer contributed; active participation has shrunk from 263 to 108 since 2022.

Plan summary
Net assets, end of year$7,129,349
Participants with balances106
Active participants108
Employer contributions$210,646
Employee contributions$358,388
Employer contribution per active participant$1,950
Average account balance$67,258
Benefits paid to participants$811,367
Plan auditUnmodified (clean) audit opinion
AuditorANDERSON, ADKINS & CO CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$7.1M · 106 accts · $211K emplr
2023$6.4M · 109 accts · $215K emplr
2022$5.1M · 129 accts · $208K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,758
Total administrative$14,758
The C4 Planning Solutions, LLC 401(k) match · 2024
Employer contribution per active participant$1,950
Median for plans this size$1,313
2024$1,950 per active participant
2023$2,007 per active participant
2022$791 per active participant

C4 Planning Solutions, LLC's 2024 employer contribution ran above the $1,313 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 · 20241
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$14,758

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$14,758 · 0.22%
2023$12,320 · 0.22%
2022$11,618 · 0.21%
Same employer
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Procurri, LLC GA$7.6M · 0.95%
Lowe Engineers, LLC GA$7.5M · 0.85%
Govstrive, LLC GA$7.1M · 1.48%
Happy Returns, LLC GA$7.0M · 0.81%
Definition 6, Inc. GA$6.9M · 0.74%
Croy Engineering, LLC GA$6.8M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 582539411 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.