Plan Ledger DOL Form 5500 · updated monthly

Cochener Garvey Capital Partners, Inc.401(k)

COCHENER GARVEY EMPLOYEE'S 401(K) PLAN · WICHITA, KS · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Cochener Garvey Capital Partners, Inc. reported $44,127 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $2,329 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 0.31% to 0.23%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other management of companies employers. By assets it is the 293rd-largest of 828 plans among Kansas employers on file, and 432nd of 786 in management of companies. In 2024, employees put in $1.86 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,639,980
Participants with balances387
Active participants265
Employer contributions$617,291
Employee contributions$1,145,626
Employer contribution per active participant$2,329
Average account balance$53,333
Benefits paid to participants$1,015,557
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.6M · 387 accts · $617K emplr
2023$17.8M · 336 accts · $614K emplr
2022$15.5M · 330 accts · $597K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,127
Total administrative$44,127
The Cochener Garvey Capital Partners, Inc. 401(k) match · 2024
Employer contribution per active participant$2,329
Median for plans this size$2,416
2024$2,329 per active participant
2023$2,446 per active participant
2022$2,315 per active participant

Cochener Garvey Capital Partners, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$44,127
MORGAN STANLEY SMITH BARNEYindirect comp

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$44,127 · 0.23%
2023$52,542 · 0.32%
2022$50,417 · 0.31%
Same employer
Similar plansManagement of Companies · Kansas
Ceva U.S. Holdings, Inc. KS$71.0M · 0.25%
Lrico Services, LLC KS$48.6M · 0.39%
Ottawa Bancshares, Inc. KS$27.4M · 0.01%
Frazier, Inc. KS$22.1M · 0.41%
Ubt Bancshares, Inc. KS$13.9M · 0.15%
The Kincaid Group KS$6.1M · 0.58%
Birds Eye Holdings, LLC KS$3.8M · 0.76%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461135561 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.