Plan Ledger DOL Form 5500 · updated monthly

Ccmsi Holdings, Inc.401(k)

CCMSI 401(K) PLAN · DANVILLE, IL · plan year 2024

Reported admin expense ratio · 2024
0.35%

Ccmsi Holdings, Inc. reported $278,888 in plan administrative expenses for 2024: 0.35% of average plan assets, higher than ~90% of peers. 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 3 years on file its reported administrative ratio has held roughly steady near 0.35%. 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 648th-largest of 3,702 plans among Illinois employers on file, and the 1,163rd of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$82,164,805
Participants with balances1,758
Active participants1,610
Employer contributions—
Employee contributions$6,473,699
Employer contribution per active participant—
Average account balance$46,738
Benefits paid to participants$11,295,392
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$82.2M · 1,758 accts
2023$75.6M · 1,705 accts
2022$65.4M · 1,652 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$211,509
Investment management$67,379
Total administrative$278,888
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
JOHN HANCOCK RETIREMENT PLAN SERVIC · Recordkeeping · Loan processing$218,768
NORTHWESTERN MUTUAL WEALTH MGT CO · Investment advisory (plan)$60,119

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$278,888 · 0.35%
2023$255,662 · 0.36%
2022$219,991 · 0.36%
Same employer
Similar plansFinance & Insurance · Illinois
Magnetar Capital LLC IL$85.4M · 0.10%
Savant Capital, LLC IL$79.3M · 0.02%
Dovenmuehle Mortgage, Inc. IL$64.1M · 0.03%
Team Belvedere LLC IL$62.2M · 0.18%
Group One Trading, L.P. IL$60.7M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 371057804 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.