Plan Ledger DOL Form 5500 · updated monthly

Caerus US 1 Inc.401(k)

CITELINE 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

Caerus US 1 Inc. reported $309,143 in plan administrative expenses for 2024: 0.37% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,163 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.

The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 821st-largest of 5,648 plans among New York employers on file, and the 1,565th of 11,654 in professional & technical services. In 2024, employees put in $2.63 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$96,556,720
Participants with balances1,644
Active participants1,635
Employer contributions$5,171,594
Employee contributions$13,590,804
Employer contribution per active participant$3,163
Average account balance$58,733
Benefits paid to participants$8,967,667
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$96.6M · 1,644 accts · $5.2M emplr
2023$0 · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$95,460
Investment management$213,683
Total administrative$309,143
The Caerus US 1 Inc. 401(k) match · 2024
Employer contribution per active participant$3,163
Median for plans this size$3,635

Caerus US 1 Inc.'s 2024 employer contribution ran below the $3,635 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 · 20244
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$204,904
ALLIANT INSURANCE SERVICES INC. · Contract administrator$62,098
EMPOWER ADVISORY GROUP, LLC · Investment management$8,779

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2024$309,143 · 0.37%
2023Not separately reported
Same employer
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Freed Maxick Cpas, P. C. NY$100.8M · 0.15%
Tremor Video Dsp, Inc. NY$99.5M · 0.03%
Berdon LLP NY$96.0M
Iti, Inc. NY$95.7M · 0.13%
Cadent, LLC NY$94.8M · 0.19%
Moses & Singer LLP NY$94.1M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 880547633 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.