Plan Ledger DOL Form 5500 · updated monthly

Clearview Consulting, Inc.401(k)

CLEARVIEW CONSULTING, INC. 401(K) PLAN · OWINGS MILLS, MD · plan year 2024

Reported admin expense ratio · 2024
0.54%

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

Clearview Consulting, Inc. reported $50,617 in plan administrative expenses for 2024: 0.54% of average plan assets, above the peer median. Employer contributions averaged $0 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 0.07% to 0.54%. 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 (974th of 1,671), and 7,859th of 11,654 in professional & technical services. active participation has grown from 121 to 138 since 2022.

Plan summary
Net assets, end of year$10,450,174
Participants with balances153
Active participants138
Employer contributions$0
Employee contributions$1,079,002
Employer contribution per active participant$0
Average account balance$68,302
Benefits paid to participants$331,215
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.5M · 153 accts
2023$8.2M · 124 accts · $176K emplr
2022$6.1M · 102 accts · $285K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,366
Investment management$30,251
Total administrative$50,617
The Clearview Consulting, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313
2023$1,229 per active participant
2022$2,355 per active participant

Clearview Consulting, Inc.'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 · 20242
CIC WEALTH LLLC · Investment advisory (plan)$30,251
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$20,366

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$50,617 · 0.54%
2023$30,357 · 0.42%
2022$4,239 · 0.07%
Same employer
Similar plansProfessional & Technical Services · Maryland
Digicon Corporation MD$10.7M · 0.46%
Ctr Management, Inc MD$10.6M · 0.40%
The Fireline Corporation MD$10.5M · 0.60%
Heliocampus, Inc. MD$10.3M · 0.45%
Analygence, Inc. MD$10.1M · 0.88%
Swingtech Consulting, Inc. MD$10.0M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 275362399 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.