Plan Ledger DOL Form 5500 · updated monthly

Commonwealth Casualty Company401(k)

COMMONWEALTH CASUALTY COMPANY 401(K) PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
1.26%

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

Commonwealth Casualty Company reported $29,589 in plan administrative expenses for 2024: 1.26% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,060 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 18,840 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Arizona (988th of 1,285), and 4,601st of 4,798 in finance & insurance. In 2024, employees put in $2.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,844,492
Participants with balances125
Active participants128
Employer contributions$263,723
Employee contributions$554,294
Employer contribution per active participant$2,060
Average account balance$22,756
Benefits paid to participants$273,940
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,589
Total administrative$29,589
The Commonwealth Casualty Company 401(k) match · 2024
Employer contribution per active participant$2,060
Median for plans this size$1,313

Commonwealth Casualty Company's 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
ONEDIGITAL INVESTMENT · Investment advisory (plan)$11,534
EMPOWER ADVISORY GROUP, LLC · Investment management$1,192

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

Administrative cost history1
2024$29,589 · 1.26%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 271967640 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.