Plan Ledger DOL Form 5500 · updated monthly

Cohn & Gregory Supply LLC401(k)

COHN & GREGORY 401(K) PLAN · FORTH WORTH, TX · plan year 2022

Reported admin expense ratio · 2022
0.47%

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

Cohn & Gregory Supply LLC reported $28,222 in plan administrative expenses for 2022: 0.47% of average plan assets, below the peer median. Employer contributions averaged $1,601 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Texas (3,846th of 5,688), and 3,527th of 4,246 in wholesale trade. In 2022, employees put in $1.76 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,857,572
Participants with balances77
Active participants110
Employer contributions$176,136
Employee contributions$309,625
Employer contribution per active participant$1,601
Average account balance$76,072
Benefits paid to participants$68,457
Plan auditUnmodified (clean) audit opinion
AuditorSTOVALL GRANDEY & ALLEN
Administrative expenses, itemized · 2022
Investment management$28,222
Total administrative$28,222
The Cohn & Gregory Supply LLC 401(k) match · 2022
Employer contribution per active participant$1,601
Median for plans this size$1,114

Cohn & Gregory Supply LLC's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$28,222 · 0.47%
Same employer
Similar plansWholesale Trade · Texas
Lockwood Partners, LLC TX$6.0M · 0.22%
McLane Express, Inc. TX$5.6M · 0.99%
Staton Holdings, Inc. TX$5.2M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 812964097 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.