Plan Ledger DOL Form 5500 · updated monthly

Camelot Venture Group LLC401(k)

CAMELOT VENTURE GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST · NOVI, MI · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Camelot Venture Group LLC reported $2,881 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,308 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 fell from 0.05% to 0.03%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Michigan (1,614th of 2,619), and 3,066th of 4,246 in wholesale trade. In 2024, employees put in $2.04 for every $1.00 the employer contributed; active participation has grown from 135 to 179 since 2022.

Plan summary
Net assets, end of year$8,955,097
Participants with balances157
Active participants179
Employer contributions$413,194
Employee contributions$843,626
Employer contribution per active participant$2,308
Average account balance$57,039
Benefits paid to participants$1,434,488
Plan auditUnmodified (clean) audit opinion
AuditorUHY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$9.0M · 157 accts · $413K emplr
2023$7.6M · 163 accts · $451K emplr
2022$6.1M · 191 accts · $476K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,021
Trustee / custodial$860
Total administrative$2,881
The Camelot Venture Group LLC 401(k) match · 2024
Employer contribution per active participant$2,308
Median for plans this size$1,313
2024$2,308 per active participant
2023$3,151 per active participant
2022$3,529 per active participant

Camelot Venture Group LLC's 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$2,881 · 0.03%
2023$3,629 · 0.05%
2022$3,228 · 0.05%
Same employer
Similar plansWholesale Trade · Michigan
Cleary Developments, Inc. MI$9.7M · 0.24%
Peerless Steel Company MI$9.4M · 0.67%
Streetcar Orv LLC MI$8.9M · 0.55%
Dale L. Prentice Co. MI$8.6M · 0.14%
Superior Foods Company MI$7.1M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 263390928 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.