Plan Ledger DOL Form 5500 · updated monthly

Cgh Technologies, Inc.401(k)

EMPLOYEE BENEFIT PLAN OF CGH TECHNOLOGIES, INC. · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.81%

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

Cgh Technologies, Inc. reported $71,210 in plan administrative expenses for 2024: 0.81% of average plan assets, above the peer median. Employer contributions averaged $1,157 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 rose from 0.75% to 0.81%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in District of Columbia (450th of 618), and 8,177th of 11,654 in professional & technical services. In 2024, employees put in $11.00 for every $1.00 the employer contributed; active participation has shrunk from 134 to 72 since 2022.

Plan summary
Net assets, end of year$9,427,424
Participants with balances117
Active participants72
Employer contributions$83,308
Employee contributions$916,480
Employer contribution per active participant$1,157
Average account balance$80,576
Benefits paid to participants$609,477
Plan auditDisclaimer of opinion
AuditorBETHKE CPA, INC
Plan history3
Yearassets · accounts · employer contribution
2024$9.4M · 117 accts · $83K emplr
2023$8.1M · 139 accts · $84K emplr
2022$7.0M · 149 accts · $71K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$71,210
Total administrative$71,210
The Cgh Technologies, Inc. 401(k) match · 2024
Employer contribution per active participant$1,157
Median for plans this size$1,313
2024$1,157 per active participant
2023$1,027 per active participant
2022$527 per active participant

Cgh Technologies, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20244
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Trustee (directed)$15,820
GLOBAL RETIREMENT PARTNERS, LLC · Investment advisory (participants) · Investment advisory (plan)$24,163
BETHKE CPA, LLC · Accounting / audit$16,619
DUNCAN FINANCIAL GROUP, LLC · Contract administrator$12,740

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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Administrative cost history3
2024$71,210 · 0.81%
2023$46,454 · 0.62%
2022$58,796 · 0.75%
Similar plansProfessional & Technical Services · District of Columbia
Apprio, Inc. DC$10.1M · 0.48%
The Clearing, Inc. DC$9.4M · 0.84%
Jma Solutions, LLC DC$9.3M · 0.73%
Churnzero, Inc DC$9.0M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521701132 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.