Plan Ledger DOL Form 5500 · updated monthly

Cla USA, Inc401(k)

CLA USA, INC 401(K) PROFIT SHARING PLAN & TRUST · FRISCO, TX · plan year 2023

Reported admin expense ratio · 2023
0.03%

Cla USA, Inc reported $910 in plan administrative expenses for 2023: 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 rose from 0.04% to 0.12%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Texas (4,427th of 5,688), and 4,557th of 4,798 in finance & insurance. active participation has shrunk from 63 to 56 since 2022.

Plan summary
Net assets, end of year$3,531,736
Participants with balances141
Active participants56
Employer contributions—
Employee contributions$225,462
Employer contribution per active participant—
Average account balance$25,048
Benefits paid to participants$269,121
Plan auditUnmodified (clean) audit opinion
AuditorTJ ADVISORS LLC
Plan history3
Yearassets · accounts · employer contribution
2024$3.3M · 66 accts
2023$3.5M · 141 accts
2022$3.2M · 148 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$910
Total administrative$910
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 · 20236
ADP, INC. · Loan processing · Recordkeeping$910
ADP, INC. · Loan processing · Recordkeeping$910
ADP BROKER-DEALER · Other servicesindirect comp
CAMBRIDGE INVESTMENT RESEARCH, INC · Other servicesindirect comp
ADP BROKER-DEALER · Other servicesindirect comp
CAMBRIDGE INVESTMENT RESEARCH, INC · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$4,143 · 0.12%
2023$910 · 0.03%
2022$1,255 · 0.04%
Similar plansFinance & Insurance · Texas
Dimont & Associates, LLC TX$3.7M · 0.78%
Loanpeople LLC TX$3.5M · 1.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752762868 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.