Plan Ledger DOL Form 5500 · updated monthly

Cfe Management, LLC401(k)

C F EVANS COMPANIES 401(K) RETIREMENT PLAN · ORANGEBURG, SC · plan year 2023

Reported admin expense ratio · 2023
0.56%

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

Cfe Management, LLC reported $85,628 in plan administrative expenses for 2023: 0.56% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,930 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 has held roughly steady near 0.560%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other construction employers. By assets it is the 302nd-largest of 807 plans among South Carolina employers on file, and the 2,241st of 5,337 in construction. In 2023, employees put in $1.91 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,314,529
Participants with balances289
Active participants237
Employer contributions$931,293
Employee contributions$1,777,666
Employer contribution per active participant$3,930
Average account balance$59,912
Benefits paid to participants$1,082,999
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$17.3M · 289 accts · $931K emplr
2022$13.2M · 276 accts · $799K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$48,247
Investment management$37,381
Total administrative$85,628
The Cfe Management, LLC 401(k) match · 2023
Employer contribution per active participant$3,930
Median for plans this size$2,440
2023$3,930 per active participant
2022$3,458 per active participant

Cfe Management, LLC's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
VALMARK ADVISERS INC · Investment advisory (plan)$37,381

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

Administrative cost history2
2023$85,628 · 0.56%
2022$75,992 · 0.56%
Same employer
Similar plansConstruction · South Carolina
Evans Management Group, LLC SC$20.9M · 0.57%
Greenwood, Inc. SC$20.9M · 0.40%
Banks Construction Company SC$20.3M · 0.01%
Eldeco, Inc. SC$15.9M · 0.17%
Thompson Trucking Co SC$14.0M · 0.51%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 202560929 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.