Plan Ledger DOL Form 5500 · updated monthly

Cfs Brands LLC401(k)

CFS BRANDS LLC 401K PLAN · OKLAHOMA CITY, OK · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Cfs Brands LLC reported $80,698 in plan administrative expenses for 2024: 0.14% of average plan assets, above the peer median. Employer contributions averaged $1,823 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 0.23% to 0.14%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 88th-largest of 724 plans among Oklahoma employers on file, and the 2,669th of 13,661 in manufacturing. In 2024, employees put in $1.85 for every $1.00 the employer contributed; active participation has grown from 667 to 1,087 since 2022.

Plan summary
Net assets, end of year$63,286,459
Participants with balances845
Active participants1,087
Employer contributions$1,981,318
Employee contributions$3,661,400
Employer contribution per active participant$1,823
Average account balance$74,895
Benefits paid to participants$5,887,562
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$63.3M · 845 accts · $2.0M emplr
2023$53.1M · 815 accts · $1.7M emplr
2022$45.0M · 792 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$80,698
Total administrative$80,698
The Cfs Brands LLC 401(k) match · 2024
Employer contribution per active participant$1,823
Median for plans this size$3,635
2024$1,823 per active participant
2023$2,372 per active participant
2022$2,598 per active participant

Cfs Brands LLC's 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$80,697
WILLIS TOWERS WATSON · Investment management$53,990

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$80,698 · 0.14%
2023$68,125 · 0.14%
2022$114,332 · 0.23%
Same employer
Similar plansManufacturing · Oklahoma
Gemini Industries, Inc. OK$76.3M · 0.10%
Lopez Food, Inc. OK$66.3M · 0.29%
McElroy Manufacturing, Inc. OK$64.8M · 0.09%
W&W-Afco Steel LLC OK$62.2M · 0.17%
Kelvion Inc. OK$47.9M · 0.20%
Atc Drivetrain, LLC OK$39.7M · 0.48%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 311075965 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.