Plan Ledger DOL Form 5500 · updated monthly

Companion Protect LLC401(k)

COMPANION PROTECT LLC 401(K) PSP AND TRUST · LEAWOOD, KS · plan year 2023

Reported admin expense ratio · 2023
0.53%

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

Companion Protect LLC reported $18,700 in plan administrative expenses for 2023: 0.53% of average plan assets, above the peer median. Employer contributions averaged $2,443 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 has held roughly steady near 0.53%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Kansas (685th of 828), and 4,524th of 4,798 in finance & insurance. In 2023, employees put in $2.13 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,978,477
Participants with balances95
Active participants97
Employer contributions$236,968
Employee contributions$505,523
Employer contribution per active participant$2,443
Average account balance$41,879
Benefits paid to participants$382,659
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$4.0M · 95 accts · $237K emplr
2022$3.0M · 100 accts · $234K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,238
Investment management$16,462
Total administrative$18,700
The Companion Protect LLC 401(k) match · 2023
Employer contribution per active participant$2,443
Median for plans this size$1,308
2023$2,443 per active participant
2022$2,408 per active participant

Companion Protect LLC's 2023 employer contribution ran above the $1,308 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 · 20232
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$2,238
MARINER LLC · Investment advisory (plan)$16,462

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

Administrative cost history2
2023$18,700 · 0.53%
2022$16,448 · 0.54%
Similar plansFinance & Insurance · Kansas
First Federal Bank KS$10.0M · 0.32%
Nations Holding Company KS$8.2M · 0.76%
The Bennington State Bank KS$6.7M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 473656831 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.