Plan Ledger DOL Form 5500 · updated monthly

Chemical & Industrial Engineering, Inc.401(k)

C & I ENGINEERING, INC. SALARY SAVINGS PLAN · LOUISVILLE, KY · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Chemical & Industrial Engineering, Inc. reported $47,862 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,526 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 0.13% to 0.10%. 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 the 140th-largest of 871 plans among Kentucky employers on file, and the 2,740th of 11,654 in professional & technical services. In 2024, employees put in $3.12 for every $1.00 the employer contributed; active participation has grown from 172 to 238 since 2022.

Plan summary
Net assets, end of year$50,516,620
Participants with balances298
Active participants238
Employer contributions$839,295
Employee contributions$2,614,506
Employer contribution per active participant$3,526
Average account balance$169,519
Benefits paid to participants$2,800,324
Plan auditUnmodified (clean) audit opinion
AuditorWETTERER & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$50.5M · 298 accts · $839K emplr
2023$42.7M · 271 accts · $718K emplr
2022$36.6M · 242 accts · $635K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,131
Investment management$16,621
Total administrative$47,862
The Chemical & Industrial Engineering, Inc. 401(k) match · 2024
Employer contribution per active participant$3,526
Median for plans this size$2,416
2024$3,526 per active participant
2023$3,276 per active participant
2022$3,695 per active participant

Chemical & Industrial Engineering, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20247
RETIREMENT PLANOLOGY INC · Investment advisory (plan)$10,500
EMPOWER ADVISORY GROUP, LLC · Investment management$6,121
EMPOWER FINANCIAL SERVICES, INC. · Securities brokerage$50

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$47,862 · 0.10%
2023$107,976 · 0.27%
2022$51,905 · 0.13%
All plans at this employer2
C & I ENGINEERING, INC. SALARY SAVINGS PLAN401(k)
C&I ENGINEERING EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansProfessional & Technical Services · Kentucky
Pomeroy Technologies LLC KY$110.7M · 0.15%
McM Cpas & Advisors LLP KY$54.0M · 0.04%
Alpine Intel, LLC KY$49.8M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 611034946 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.