Plan Ledger DOL Form 5500 · updated monthly

Ccmsi Holdings, Inc.ESOP

CCMSI HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN · DANVILLE, IL · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Ccmsi Holdings, Inc. reported $134,505 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $4,891 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 0.15% to 0.12%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 495th-largest of 3,702 plans among Illinois employers on file, and the 877th of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$118,552,234
Participants with balances1,795
Active participants1,375
Employer contributions$6,725,000
Employee contributions—
Employer contribution per active participant$4,891
Average account balance$66,046
Benefits paid to participants$6,424,846
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$118.6M · 1,795 accts · $6.7M emplr
2023$104.4M · 1,695 accts · $5.9M emplr
2022$93.3M · 100 accts · $5.0M emplr
Administrative expenses, itemized · 2024
Investment management$14,369
Total administrative$134,505
Employer contributions to the Ccmsi Holdings, Inc. plan · 2024
Employer contribution per active participant$4,891
Median for plans this size$3,635
2024$4,891 per active participant
2023$4,567 per active participant
2022$3,915 per active participant

Ccmsi Holdings, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size. 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 · 20244
PRINCIPAL FEE · Plan administrator$83,616
CLIFTONLARSONALLEN · Accounting / audit$22,942
MERRIL · Investment management$14,368
COMSTOCK FEE · Valuation$12,576

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$134,505 · 0.12%
2023$136,680 · 0.14%
2022$128,581 · 0.15%
Similar plansFinance & Insurance · Illinois
Midland States Bank IL$135.6M · 0.10%
Alter Domus Inc. IL$120.7M · 0.16%
Old Second Bancorp, Inc. IL$120.3M · 0.04%
Safeway Insurance Company IL$118.5M · 0.07%
Hilco Trading, LLC IL$114.4M · 0.08%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 161715499 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.