Plan Ledger DOL Form 5500 · updated monthly

Cohen-Esrey LLC401(k)

COHEN-ESREY LLC 401K PLAN · MERRIAM, KS · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Cohen-Esrey LLC reported $15,162 in plan administrative expenses for 2024: 0.34% of average plan assets, below the peer median. Employer contributions averaged $532 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 3 years on file its reported administrative ratio has held roughly steady near 0.338%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Kansas (655th of 828), and 1,532nd of 2,096 in real estate & leasing. In 2024, employees put in $6.48 for every $1.00 the employer contributed; active participation has grown from 196 to 244 since 2022.

Plan summary
Net assets, end of year$4,875,159
Participants with balances248
Active participants244
Employer contributions$129,843
Employee contributions$840,918
Employer contribution per active participant$532
Average account balance$19,658
Benefits paid to participants$763,113
Plan auditUnmodified (clean) audit opinion
AuditorMARKSNELSON LLC
Plan history3
Yearassets · accounts · employer contribution
2024$4.9M · 248 accts · $130K emplr
2023$4.1M · 228 accts · $115K emplr
2022$3.2M · 221 accts · $97K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,420
Investment management$11,742
Total administrative$15,162
The Cohen-Esrey LLC 401(k) match · 2024
Employer contribution per active participant$532
Median for plans this size$1,313
2024$532 per active participant
2023$557 per active participant
2022$493 per active participant

Cohen-Esrey LLC'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
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$4,995
MARINER WEALTH ADVISORS · Investment advisory (participants) · Investment advisory (plan)$11,742

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$15,162 · 0.34%
2023$12,046 · 0.33%
2022$11,192 · 0.34%
Same employer
Similar plansReal Estate & Leasing · Kansas
Key Management Company KS$5.4M · 0.85%
Peterson Properties, Inc. KS$5.3M · 0.40%
Copaken Brooks LLC KS$4.5M · 0.83%
Nres Management, LLC KS$3.1M · 0.79%
Leisure Hotels, LLC. KS$2.5M · 0.69%

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Source: U.S. Department of Labor, Form 5500 series, EIN 208121236 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.