Plan Ledger DOL Form 5500 · updated monthly

Child Saving Institute, Inc.401(k)

CHILD SAVING INSTITUTE RETIREMENT PLAN · OMAHA, NE · plan year 2023

Reported admin expense ratio · 2023
1.04%

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

Child Saving Institute, Inc. reported $42,762 in plan administrative expenses for 2023: 1.04% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,685 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 1.03% to 1.11%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Nebraska (473rd of 565), and 8,140th of 11,911 in health care & social assistance. In 2023, employees put in $1.28 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,617,141
Participants with balances205
Active participants171
Employer contributions$288,162
Employee contributions$369,281
Employer contribution per active participant$1,685
Average account balance$22,523
Benefits paid to participants$329,376
Plan auditUnmodified (clean) audit opinion
AuditorBLAND AND ASSOCIATES P.C
Plan history3
Yearassets · accounts · employer contribution
2024$4.6M · 247 accts · $294K emplr
2023$4.6M · 205 accts · $288K emplr
2022$3.6M · 177 accts · $219K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$23,745
Investment management$19,017
Total administrative$42,762
The Child Saving Institute, Inc. 401(k) match · 2023
Employer contribution per active participant$1,685
Median for plans this size$1,308
2024$1,935 per active participant
2023$1,685 per active participant
2022$1,325 per active participant

Child Saving Institute, Inc.'s 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$23,745
DA DAVIDSON & COMPANY · Investment advisory (plan)$19,017

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$51,329 · 1.11%
2023$42,762 · 1.04%
2022$40,542 · 1.03%
Same employer
Similar plansHealth Care & Social Assistance · Nebraska
Azria Health NE$5.4M · 1.16%
Centerpointe, Inc. NE$3.9M · 1.29%
Kubat Pharmacy, LLC NE$3.8M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 450489204 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.