Plan Ledger DOL Form 5500 · updated monthly

Ccj & Associates, LLC401(k)

CCJ & ASSOCIATES, LLC. 401(K) PLAN · LAPORTE, TX · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Ccj & Associates, LLC reported $13,775 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,307 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 0.31% to 0.09%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 2,343rd-largest of 5,688 plans among Texas employers on file, and the 1,820th of 5,215 in retail trade. In 2024, the employer put in $1.16 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$15,884,741
Participants with balances139
Active participants116
Employer contributions$847,656
Employee contributions$733,378
Employer contribution per active participant$7,307
Average account balance$114,279
Benefits paid to participants$1,072,776
Plan auditUnmodified (clean) audit opinion
AuditorWEINSTEIN SPIRA & COMPANY, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$15.9M · 139 accts · $848K emplr
2023$13.3M · 131 accts · $975K emplr
2022$11.5M · 149 accts · $672K emplr
Administrative expenses, itemized · 2024
Investment management$27,862
Total administrative$13,775
The Ccj & Associates, LLC 401(k) match · 2024
Employer contribution per active participant$7,307
Median for plans this size$2,416
2024$7,307 per active participant
2023$8,706 per active participant
2022$6,335 per active participant

Ccj & Associates, LLC's 2024 employer contribution ran above the $2,416 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.

Service providers · 20242
AMERIPRISE FINANCIAL SERVICES INC · Investment advisory (plan)$27,080
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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

Administrative cost history3
2024$13,775 · 0.09%
2023$32,626 · 0.26%
2022$36,049 · 0.31%
Same employer
Similar plansRetail Trade · Texas
Jerry's Gm, LLC TX$16.9M · 0.05%
Lewis Food Town, Inc. TX$16.4M · 0.58%
Tarrytown Expocare LLC TX$15.0M · 0.71%
Nations Best Holdings, LLC TX$15.0M · 0.24%
Peoples Pharmacy, Inc. TX$14.8M · 0.35%
Fikes Wholesale Inc. TX$14.4M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 270681548 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.