Plan Ledger DOL Form 5500 · updated monthly

Cde Services, LLC401(k)

CDE SERVICES 401K PROFIT SHARING PLAN · MARIETTA, GA · plan year 2023

Reported admin expense ratio · 2023
0.85%

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

Cde Services, LLC reported $52,802 in plan administrative expenses for 2023: 0.85% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,750 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 1 year on file its reported administrative ratio rose from 0.80% to 0.85%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Georgia (1,492nd of 2,160), and 1,759th of 2,199 in information & media. In 2023, employees put in $1.80 for every $1.00 the employer contributed; active participation has shrunk from 111 to 87 since 2022.

Plan summary
Net assets, end of year$6,569,372
Participants with balances165
Active participants87
Employer contributions$326,280
Employee contributions$586,392
Employer contribution per active participant$3,750
Average account balance$39,814
Benefits paid to participants$948,859
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $171K emplr
2023$6.6M · 165 accts · $326K emplr
2022$5.8M · 167 accts · $323K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$27,521
Investment management$21,256
Total administrative$52,802
The Cde Services, LLC 401(k) match · 2023
Employer contribution per active participant$3,750
Median for plans this size$1,308
2023$3,750 per active participant
2022$2,906 per active participant

Cde Services, LLC's 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
JOHN HANCOCK USA · Recordkeeping · Investment management$2,834
APRIO WEALTH MANAGEMENT, LLC · Investment advisory (participants)$21,256

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
2024Not separately reported
2023$52,802 · 0.85%
2022$47,303 · 0.80%
Similar plansInformation & Media · Georgia
Intellum, Inc. GA$6.9M · 0.58%
Florence Healthcare, Inc. GA$6.7M · 0.52%
Docufree Corporation GA$6.2M · 0.23%
Shiji US, Inc. GA$5.6M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581878009 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.