Plan Ledger DOL Form 5500 · updated monthly

Certified Collectibles Group, LLC401(k)

CCG 401(K) PLAN · SARASOTA, FL · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Certified Collectibles Group, LLC reported $46,502 in plan administrative expenses for 2024: 0.18% of average plan assets, below the peer median. Employer contributions averaged $1,561 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 0.33% to 0.18%. 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 840th-largest of 3,644 plans among Florida employers on file, and the 1,070th of 5,215 in retail trade. In 2024, employees put in $1.80 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$28,913,363
Participants with balances392
Active participants680
Employer contributions$1,061,279
Employee contributions$1,908,475
Employer contribution per active participant$1,561
Average account balance$73,759
Benefits paid to participants$1,302,078
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$28.9M · 392 accts · $1.1M emplr
2023$22.1M · 367 accts · $895K emplr
2022$20.9M · 317 accts · $691K emplr
Administrative expenses, itemized · 2024
Investment management$46,502
Total administrative$46,502
The Certified Collectibles Group, LLC 401(k) match · 2024
Employer contribution per active participant$1,561
Median for plans this size$2,416
2024$1,561 per active participant
2023$1,548 per active participant
2022$978 per active participant

Certified Collectibles Group, LLC's 2024 employer contribution ran below the $2,416 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 · 20243
MERRILL LYNCH PIERCE FENNER & SMITH · Investment advisory (plan)$40,390
EMPOWER ADVISORY GROUP, LLC · Investment management$6,112

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$46,502 · 0.18%
2023$114,374 · 0.53%
2022$73,103 · 0.33%
Same employer
Similar plansRetail Trade · Florida
Williamson Cadillac Company FL$29.9M · 0.81%
Schumacher Auto Group, Inc. FL$29.3M · 0.10%
Allpro Corporation FL$28.7M · 0.76%
The Collection, LLC FL$27.9M · 0.08%
Pmc, LLC FL$27.3M · 0.54%
Memorial Motors, Inc. FL$25.1M · 0.77%

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Source: U.S. Department of Labor, Form 5500 series, EIN 223716431 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.