Plan Ledger DOL Form 5500 · updated monthly

Comes Investments, Inc.401(k)

COMES INVESTMENTS, INC. 401(K) RETIREMENT PLAN · WEST DES MOINES, IA · plan year 2023

Reported admin expense ratio · 2023
1.13%

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

Comes Investments, Inc. reported $8,713 in plan administrative expenses for 2023: 1.13% of average plan assets, above the peer median. Employer contributions averaged $240 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 1 year on file its reported administrative ratio rose from 0.95% to 1.13%. The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Iowa (849th of 878), and 4,736th of 4,798 in finance & insurance. In 2023, employees put in $1.92 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$838,087
Participants with balances82
Active participants115
Employer contributions$27,595
Employee contributions$53,097
Employer contribution per active participant$240
Average account balance$10,221
Benefits paid to participants$130,980
Plan auditUnmodified (clean) audit opinion
AuditorUHY, LLP
Plan history2
Yearassets · accounts · employer contribution
2023$838K · 82 accts · $28K emplr
2022$701K · 223 accts · $55K emplr
Administrative expenses, itemized · 2023
Investment management$8,713
Total administrative$8,713
The Comes Investments, Inc. 401(k) match · 2023
Employer contribution per active participant$240
Median for plans this size$522
2023$240 per active participant
2022$535 per active participant

Comes Investments, Inc.'s 2023 employer contribution ran below the $522 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$8,713 · 1.13%
2022$6,714 · 0.95%
Similar plansFinance & Insurance · Iowa
6 Degrees Health Inc OR$928K · 0.49%
Tmc Group, LLC CA$879K · 0.01%
Hoosier Investments, LLC IN$865K · 1.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 421002962 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.