Plan Ledger DOL Form 5500 · updated monthly

Commodore Homes, LLC401(k)

COMMODORE HOMES, LLC 401(K) RETIREMENT PLAN AND TRUST · ELKHART, IN · plan year 2023

Reported admin expense ratio · 2023
0.47%

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

Commodore Homes, LLC reported $90,069 in plan administrative expenses for 2023: 0.47% of average plan assets, higher than ~75% of peers. Employer contributions averaged $558 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 0.35% to 0.47%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is the 544th-largest of 1,562 plans among Indiana employers on file, and the 5,732nd of 13,661 in manufacturing. In 2023, employees put in $3.42 for every $1.00 the employer contributed; active participation has grown from 570 to 801 since 2022.

Plan summary
Net assets, end of year$21,109,143
Participants with balances786
Active participants801
Employer contributions$447,061
Employee contributions$1,530,552
Employer contribution per active participant$558
Average account balance$26,856
Benefits paid to participants$1,330,573
Plan auditUnmodified (clean) audit opinion
AuditorMAYER HOFFMAN MCCANN PC
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$21.1M · 786 accts · $447K emplr
2022$17.2M · 647 accts · $419K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$90,069
Total administrative$90,069
The Commodore Homes, LLC 401(k) match · 2023
Employer contribution per active participant$558
Median for plans this size$2,440
2023$558 per active participant
2022$735 per active participant

Commodore Homes, LLC's 2023 employer contribution ran below the $2,440 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.

Service providers · 20231
1ST COURCE BANK · Recordkeeping · Consulting$90,069

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

Recordkeeper by year2
20241ST SOURCE BANK
20231ST COURCE BANK

This plan has changed recordkeepers within these filings. If you left Commodore Homes, LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024Not separately reported
2023$90,069 · 0.47%
2022$60,120 · 0.35%
All plans at this employer3
COMMODORE HOMES, LLC 401(K) RETIREMENT PLAN AND TRUST401(k)
COMMODORE HOMES, LLC - PENNWEST I. A. M. LOCAL LODGE 2439 401(K) PLAN401(k)
COMMODORE HOMES, LLC - COLONY I. A. M. LOCAL LODGE 1842 RETIREMENT PLAN AND TRUST401(k)
Similar plansManufacturing · Indiana
Dmi Technology Corporation IN$21.8M · 0.33%
Fort Wayne Wire Die, Inc. IN$21.5M · 0.33%
Pike Lumber Company, Inc. IN$21.4M · 0.48%
Spencer Industries, Inc. IN$21.0M · 0.14%
Atlas Die, LLC IN$20.9M · 0.40%
Pk U.S.A. Inc. IN$20.7M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 863056430 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.