Plan Ledger DOL Form 5500 · updated monthly

Cn Holdings, Inc.401(k)

CN HOLDINGS RETIREMENT PROFIT-SHARING PLAN · WHITE RIVER JUNCTION, VT · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Cn Holdings, Inc. reported $46,766 in plan administrative expenses for 2024: 0.30% 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 fell from 0.34% to 0.30%. 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 112th-largest of 230 plans among Vermont employers on file, and 6,312th of 11,654 in professional & technical services. active participation has grown from 84 to 105 since 2022.

Plan summary
Net assets, end of year$16,155,307
Participants with balances121
Active participants105
Employer contributions$0
Employee contributions$860,169
Employer contribution per active participant$0
Average account balance$133,515
Benefits paid to participants$1,505,869
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.2M · 121 accts
2023$14.9M · 103 accts
2022$13.9M · 101 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,250
Investment management$23,726
Total administrative$46,766
The Cn Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Cn Holdings, Inc.'s 2024 employer contribution ran below the $2,416 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
TRG INVESTMENT ADVISORS LLC · Investment advisory (plan)$23,726
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$22,250

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$46,766 · 0.30%
2023$52,445 · 0.36%
2022$52,210 · 0.34%
Similar plansProfessional & Technical Services · Vermont
Gallagher Flynn & Co., LLP VT$20.8M · 0.25%
Asic North, Inc. VT$20.8M · 0.17%
Itech US, Inc. VT$13.4M · 0.72%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 020359171 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.