Plan Ledger DOL Form 5500 · updated monthly

Cag Logistics Management Servi401(k)

CAG LOGISTICS MANAGEMENT SERVI 401(K) PROFIT SHARING PLAN & TRUST · WESLEY CHAPEL, FL · plan year 2022

Reported admin expense ratio · 2022
0.19%

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

Cag Logistics Management Servi reported $1,570 in plan administrative expenses for 2022: 0.19% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Florida (3,423rd of 3,644), and 3,115th of 3,341 in other services.

Plan summary
Net assets, end of year$784,107
Participants with balances70
Active participants106
Employer contributions$0
Employee contributions$120,367
Employer contribution per active participant$0
Average account balance$11,202
Benefits paid to participants$64,372
Plan auditUnmodified (clean) audit opinion
AuditorPOOLER CPA GROUP LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,570
Total administrative$1,570
The Cag Logistics Management Servi 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$331

Cag Logistics Management Servi's 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$1,570 · 0.19%
Similar plansOther Services · Florida
South Bay Lube, Inc. FL$921K · 4.00%
Global Ets, LLC FL$897K · 0.53%
Epic Aviation Inc FL$888K · 0.45%
Seminole Exchange, LLC FL$680K · 0.80%
Campuseai, Inc. FL$655K · 1.23%
Zoom Management, LLC FL$601K · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 474854793 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.