Plan Ledger DOL Form 5500 · updated monthly

Cbg Surveying Texas, LLC401(k)

CBG SURVEYING TEXAS, LLC CBG SURVEYING TEXAS 401(K) PLAN · DALLAS, TX · plan year 2022

Reported admin expense ratio · 2022
3.63%

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

Cbg Surveying Texas, LLC reported $9,350 in plan administrative expenses for 2022: 3.63% of average plan assets, higher than ~90% 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 professional & technical services employers. By assets it is among the smaller plans on file in Texas (5,538th of 5,688), and 11,492nd of 11,654 in professional & technical services. In 2022, employees put in $6903.88 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$321,958
Participants with balances36
Active participants175
Employer contributions$16
Employee contributions$110,462
Employer contribution per active participant$0
Average account balance$8,943
Benefits paid to participants$32,795
Plan auditUnmodified (clean) audit opinion
AuditorTURNER STONE & COMPANY, LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$9,350
Total administrative$9,350
The Cbg Surveying Texas, LLC 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$331

Cbg Surveying Texas, LLC'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$9,350 · 3.63%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 300991600 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.