Plan Ledger DOL Form 5500 · updated monthly

Cgn and Associates, Inc.401(k)

CGN AND ASSOCIATES, INC. RETIREMENT SAVINGS PLAN · PEORIA, IL · plan year 2024

Reported admin expense ratio · 2024
0.03%

Cgn and Associates, Inc. reported $3,676 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. 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 0.05% to 0.03%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Illinois (2,175th of 3,702), and 7,241st of 11,654 in professional & technical services. active participation has shrunk from 109 to 64 since 2022.

Plan summary
Net assets, end of year$12,485,643
Participants with balances127
Active participants64
Employer contributions—
Employee contributions$539,728
Employer contribution per active participant—
Average account balance$98,312
Benefits paid to participants$1,124,170
Plan auditUnmodified (clean) audit opinion
AuditorR.J. AUGUSTINE & ASSOCIATES LTD
Plan history3
Yearassets · accounts · employer contribution
2024$12.5M · 127 accts
2023$11.4M · 152 accts · $5K emplr
2022$10.0M · 176 accts · $233K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,676
Total administrative$3,676
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 · 20241
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$38,979

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

Recordkeeper by year2
2024The Standard
2023Securian

This plan has changed recordkeepers within these filings. If you left Cgn and Associates, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$3,676 · 0.03%
2023$3,852 · 0.04%
2022$5,945 · 0.05%
Similar plansProfessional & Technical Services · Illinois
Walker Sands, LLC IL$13.0M · 0.32%
Schafer Condon Carter, Inc. IL$12.8M · 0.31%
Curion, LLC IL$12.6M · 0.76%
8TH Light Holdings, Inc. IL$12.3M · 0.31%
Tiz, Inc IL$12.1M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 371344041 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.