Plan Ledger DOL Form 5500 · updated monthly

Chapel Valley Landscape Company401(k)

CHAPEL VALLEY LANDSCAPE COMPANY 401(K) PLAN · WOODBINE, MD · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Chapel Valley Landscape Company reported $21,276 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $239 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 0.06% to 0.26%. 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 Maryland (1,072nd of 1,671), and 8,541st of 11,654 in professional & technical services. In 2024, employees put in $7.09 for every $1.00 the employer contributed; active participation has grown from 259 to 303 since 2022.

Plan summary
Net assets, end of year$8,405,248
Participants with balances335
Active participants303
Employer contributions$72,336
Employee contributions$512,947
Employer contribution per active participant$239
Average account balance$25,090
Benefits paid to participants$696,191
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.4M · 335 accts · $72K emplr
2023$8.1M · 373 accts · $77K emplr
2022$6.7M · 379 accts · $80K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,350
Investment management$2,926
Total administrative$21,276
The Chapel Valley Landscape Company 401(k) match · 2024
Employer contribution per active participant$239
Median for plans this size$1,313
2024$239 per active participant
2023$277 per active participant
2022$308 per active participant

Chapel Valley Landscape Company's 2024 employer contribution ran below the $1,313 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 · 20244
RETIREMENT PLANNERS & ADMINISTRATOR · Other services$10,350
VOYA RETIREMENT ADVISORS · Investment advisory (participants)$4,116
VOYA RETIREMENT INSURANCE & ANNUITY · Investment advisory (participants)$3,884
MORNINGSTAR · Investment advisory (plan)$2,926

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$21,276 · 0.26%
2023$5,707 · 0.08%
2022$4,099 · 0.06%
Same employer
Similar plansProfessional & Technical Services · Maryland
Zemitek, LLC MD$8.7M · 0.67%
Colossal Contracting, LLC MD$8.6M · 0.96%
The Matrix Group Inc MD$8.5M · 0.23%
Gcc Technologies, LLC MD$8.3M · 0.28%
Versatech, Inc. MD$8.0M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 520856598 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.