Plan Ledger DOL Form 5500 · updated monthly

Commissioning Agents Inc401(k) + ESOP (KSOP)

COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLAN · INDIANAPOLIS, IN · plan year 2023

Reported admin expense ratio · 2023
0.09%

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

Commissioning Agents Inc reported $149,352 in plan administrative expenses for 2023: 0.09% of average plan assets, below the peer median. Employer contributions averaged $18,071 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 0.09% to 0.07%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other professional & technical services employers. By assets it is the 86th-largest of 1,562 plans among Indiana employers on file, and the 912th of 11,654 in professional & technical services. In 2023, the employer put in $2.01 for every $1.00 employees contributed themselves; active participation has shrunk from 580 to 518 since 2022.

Plan summary
Net assets, end of year$175,836,348
Participants with balances805
Active participants518
Employer contributions$9,360,795
Employee contributions$4,668,505
Employer contribution per active participant$18,071
Average account balance$218,430
Benefits paid to participants$18,817,419
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$172.3M · 763 accts · $11.1M emplr
2023$175.8M · 805 accts · $9.4M emplr
2022$161.7M · 875 accts · $12.2M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$149,352
Total administrative$149,352
The Commissioning Agents Inc 401(k) match · 2023
Employer contribution per active participant$18,071
Median for plans this size$3,659
2024$24,779 per active participant
2023$18,071 per active participant
2022$21,119 per active participant

Commissioning Agents Inc's 2023 employer contribution ran above the $3,659 median for plans its size, placing it in the top 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.

Service providers · 20231
FIRST MERCHANTS PRIVATE WEALTH ADVI · Trustee · Custodial (securities)$149,352

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$128,957 · 0.07%
2023$149,352 · 0.09%
2022$146,991 · 0.09%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 351986486 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.