Plan Ledger DOL Form 5500 · updated monthly

Cfan Company401(k)

CFAN COMPANY RETIREMENT/SAVINGS PLAN · SAN MARCOS, TX · plan year 2025

Reported admin expense ratio · 2025
0.18%

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

Cfan Company reported $76,414 in plan administrative expenses for 2025: 0.18% of average plan assets, below the peer median. Employer contributions averaged $1,441 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 3 years on file its reported administrative ratio rose from 0.11% to 0.18%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,116th-largest of 5,688 plans among Texas employers on file, and the 3,321st of 13,661 in manufacturing. In 2025, employees put in $2.96 for every $1.00 the employer contributed; active participation has grown from 296 to 557 since 2022.

Plan summary
Net assets, end of year$46,546,979
Participants with balances645
Active participants557
Employer contributions$802,404
Employee contributions$2,371,847
Employer contribution per active participant$1,441
Average account balance$72,166
Benefits paid to participants$2,881,258
Plan auditUnmodified (clean) audit opinion
AuditorPEGGY S. EDGE, CPA , LLC.
Plan history4
Yearassets · accounts · employer contribution
2025$46.5M · 645 accts · $802K emplr
2024$38.6M · 568 accts · $717K emplr
2023$33.5M · 452 accts · $564K emplr
2022$29.4M · 390 accts · $446K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$50,721
Investment management$25,693
Total administrative$76,414
The Cfan Company 401(k) match · 2025
Employer contribution per active participant$1,441
Median for plans this size$2,666
2025$1,441 per active participant
2024$1,494 per active participant
2023$1,521 per active participant
2022$1,508 per active participant

Cfan Company's 2025 employer contribution ran below the $2,666 median for plans its size, in the bottom 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$50,721
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$25,693

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

Administrative cost history4
2025$76,414 · 0.18%
2024$40,534 · 0.11%
2023$35,903 · 0.11%
2022$36,230 · 0.11%
Same employer
Similar plansManufacturing · Texas
Mission Pharmacal Company TX$47.4M · 0.05%
Reddy Ice LLC TX$46.6M · 0.56%
Novaria Holdings TX$46.1M · 0.27%
Igloo Products Corp. TX$45.7M · 0.25%
Kps Global, LLC TX$45.3M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311338107 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.