Plan Ledger DOL Form 5500 · updated monthly

Center for Fraternal Excellence, Inc.401(k)

CFE 401(K) PLAN · FISHERS, IN · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Center for Fraternal Excellence, Inc. reported $14,545 in plan administrative expenses for 2024: 0.15% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,228 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 0.25% to 0.15%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Indiana (872nd of 1,562), and the 1,600th of 3,341 in other services. In 2024, employees put in $2.27 for every $1.00 the employer contributed; active participation has shrunk from 151 to 133 since 2022.

Plan summary
Net assets, end of year$10,654,204
Participants with balances115
Active participants133
Employer contributions$296,383
Employee contributions$673,140
Employer contribution per active participant$2,228
Average account balance$92,645
Benefits paid to participants$765,857
Plan auditUnmodified (clean) audit opinion
AuditorCOMER NOWLING & ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$10.7M · 115 accts · $296K emplr
2023$8.9M · 137 accts · $278K emplr
2022$6.9M · 127 accts · $258K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,545
Total administrative$14,545
The Center for Fraternal Excellence, Inc. 401(k) match · 2024
Employer contribution per active participant$2,228
Median for plans this size$1,313
2024$2,228 per active participant
2023$1,841 per active participant
2022$1,708 per active participant

Center for Fraternal Excellence, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20241
FIDELITY INVESTMENTS · Loan processing$19,125

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$14,545 · 0.15%
2023$529 · 0.01%
2022$19,939 · 0.25%
Similar plansOther Services · Indiana
Our Sunday Visitor, Inc. IN$16.3M · 0.27%
Grand Industrial, LLC IN$10.5M · 0.10%
Bashor Children's Home IN$10.0M · 0.34%
Black Equipment Co. Inc. IN$10.0M · 0.23%
Stone Belt Arc, Inc. IN$9.4M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 814465551 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.