Plan Ledger DOL Form 5500 · updated monthly

Cis Group, LLC401(k)

CIS GROUP, LLC 401(K) PLAN · SOUTHLAKE, TX · plan year 2024

Reported admin expense ratio · 2024
0.81%

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

Cis Group, LLC reported $67,977 in plan administrative expenses for 2024: 0.81% of average plan assets, above the peer median. Employer contributions averaged $1,531 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 0.70% to 0.81%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Texas (3,253rd of 5,688), and 4,100th of 4,798 in finance & insurance. In 2024, employees put in $2.31 for every $1.00 the employer contributed; active participation has grown from 128 to 167 since 2022.

Plan summary
Net assets, end of year$8,772,311
Participants with balances103
Active participants167
Employer contributions$255,651
Employee contributions$590,769
Employer contribution per active participant$1,531
Average account balance$85,168
Benefits paid to participants$1,045,449
Plan auditUnmodified (clean) audit opinion
AuditorLAWRENCE J. BEARDSLEY CPA, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$8.8M · 103 accts · $256K emplr
2023$8.0M · 104 accts · $229K emplr
2022$6.7M · 102 accts · $265K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,587
Investment management$32,774
Total administrative$67,977
The Cis Group, LLC 401(k) match · 2024
Employer contribution per active participant$1,531
Median for plans this size$1,313
2024$1,531 per active participant
2023$1,646 per active participant
2022$2,069 per active participant

Cis Group, LLC's 2024 employer contribution ran above 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 · 20243
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$21,116
EMPOWER ADVISORY GROUP, LLC · Investment management$11,658

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$67,977 · 0.81%
2023$45,178 · 0.61%
2022$48,898 · 0.70%
Same employer
Similar plansFinance & Insurance · Texas
Bc&L, Inc. TX$9.2M · 0.20%
Crowdstreet, Inc. TX$9.2M · 0.46%
Texas Bank TX$8.7M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 113702968 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.