Plan Ledger DOL Form 5500 · updated monthly

Community Action of South Eastern Est Virginia, Inc.401(k)

403(B) THRIFT PLAN FOR COMMUNITY ACTION OF SOUTH EASTERN WEST VIRGINIA, INC. · BLUEFIELD, WV · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Community Action of South Eastern Est Virginia, Inc. reported $1,804 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $418 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 0.06%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in West Virginia (217th of 265), and 2,618th of 3,341 in other services. In 2024, employees put in $2.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,219,904
Participants with balances217
Active participants202
Employer contributions$84,387
Employee contributions$203,570
Employer contribution per active participant$418
Average account balance$14,838
Benefits paid to participants$372,896
Plan auditUnmodified (clean) audit opinion
AuditorSUTTLE & STALNAKER, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$3.2M · 217 accts · $84K emplr
2023$3.1M · 276 accts · $209K emplr
2022$2.6M · 271 accts · $132K emplr
The Community Action of South Eastern Est Virginia, Inc. 401(k) match · 2024
Employer contribution per active participant$418
Median for plans this size$1,313
2024$418 per active participant
2023$1,044 per active participant
2022$672 per active participant

Community Action of South Eastern Est Virginia, Inc.'s 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$2,833

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$1,804 · 0.06%
2023$4,445 · 0.16%
2022$2,183 · 0.09%
Similar plansOther Services · West Virginia
Onyx Energy, LLC WV$3.1M · 0.66%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 556025355 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.