Plan Ledger DOL Form 5500 · updated monthly

Cagan Management Group, Inc.401(k)

CAGAN 401(K) RETIREMENT PLAN · SKOKIE, IL · plan year 2022

Reported admin expense ratio · 2022
1.21%

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

Cagan Management Group, Inc. reported $38,340 in plan administrative expenses for 2022: 1.21% of average plan assets, higher than ~90% of peers. Employer contributions averaged $314 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Illinois (3,253rd of 3,702), and 1,749th of 2,096 in real estate & leasing. In 2022, employees put in $5.40 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,846,079
Participants with balances43
Active participants159
Employer contributions$49,924
Employee contributions$269,530
Employer contribution per active participant$314
Average account balance$66,188
Benefits paid to participants$381,848
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$38,340
Total administrative$38,340
The Cagan Management Group, Inc. 401(k) match · 2022
Employer contribution per active participant$314
Median for plans this size$1,114

Cagan Management Group, Inc.'s 2022 employer contribution ran below the $1,114 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$38,340 · 1.21%
Same employer
Similar plansReal Estate & Leasing · Illinois
Mado Management, L.P. IL$3.2M · 1.11%
Encore Hcs LLC IL$3.1M · 0.04%
F & F Realty, LTD. IL$2.8M · 0.45%
Tentac Enterprises, LLC IL$2.5M · 0.56%
Marquee Event Group, Inc. IL$2.4M · 0.81%
Flats, LLC IL$2.2M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363309214 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.