Plan Ledger DOL Form 5500 · updated monthly

Cg Business Mangement, LLC401(k)

CG BUSINESS MANGEMENT LLC 401(K) PROFIT SHARING PLAN · CHESHIRE, CT · plan year 2025

Reported admin expense ratio · 2025
0.46%

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

Cg Business Mangement, LLC reported $18,318 in plan administrative expenses for 2025: 0.46% of average plan assets, below the peer median. Employer contributions averaged $789 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 fell from 0.56% to 0.46%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Connecticut (934th of 1,106), and 8,213th of 11,911 in health care & social assistance. In 2025, employees put in $4.59 for every $1.00 the employer contributed; active participation has grown from 139 to 153 since 2022.

Plan summary
Net assets, end of year$4,509,275
Participants with balances191
Active participants153
Employer contributions$120,654
Employee contributions$553,594
Employer contribution per active participant$789
Average account balance$23,609
Benefits paid to participants$239,298
Plan auditUnmodified (clean) audit opinion
AuditorSIMIONE MACCA AND LARROW
Plan history4
Yearassets · accounts · employer contribution
2025$4.5M · 191 accts · $121K emplr
2024$3.4M · 174 accts · $135K emplr
2023$2.5M · 172 accts · $133K emplr
2022$1.6M · 156 accts
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$3,573
Investment management$14,745
Total administrative$18,318
The Cg Business Mangement, LLC 401(k) match · 2025
Employer contribution per active participant$789
Median for plans this size$1,464
2025$789 per active participant
2024$913 per active participant
2023$846 per active participant

Cg Business Mangement, LLC's 2025 employer contribution ran below the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
WELLS FARGO · Recordkeeping · Trustee$14,745
ADP, INC. · Recordkeeping · Loan processing$3,573
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year3
2025ADP, Wells Fargo
2024ADP, Wells Fargo
2023ADP, Wells Fargo

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Administrative cost history4
2025$18,318 · 0.46%
2024$14,498 · 0.49%
2023$11,390 · 0.55%
2022$8,812 · 0.56%
Similar plansHealth Care & Social Assistance · Connecticut
Utopia Home Care Inc. CT$4.5M · 0.02%
Liberation Programs, Inc. CT$4.4M · 0.50%
Bradley Home for the Aged CT$4.3M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 010757357 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.