Plan Ledger DOL Form 5500 · updated monthly

Competitive Power Ventures Inc401(k)

COMPETITIVE POWER VENTURES INC 401(K) PROFIT SHARING PLAN & TRUST · SILVER SPRING, MD · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Competitive Power Ventures Inc reported $121,160 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $12,470 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 3 years on file its reported administrative ratio has held roughly steady near 0.26%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 315th-largest of 1,671 plans among Maryland employers on file, and the 2,716th of 11,654 in professional & technical services. In 2024, employees put in $1.18 for every $1.00 the employer contributed; active participation has grown from 133 to 167 since 2022.

Plan summary
Net assets, end of year$51,057,998
Participants with balances209
Active participants167
Employer contributions$2,082,430
Employee contributions$2,452,167
Employer contribution per active participant$12,470
Average account balance$244,297
Benefits paid to participants$2,733,949
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$51.1M · 209 accts · $2.1M emplr
2023$42.5M · 187 accts · $1.7M emplr
2022$34.7M · 169 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,112
Investment management$101,048
Total administrative$121,160
The Competitive Power Ventures Inc 401(k) match · 2024
Employer contribution per active participant$12,470
Median for plans this size$2,416
2024$12,470 per active participant
2023$11,423 per active participant
2022$10,341 per active participant

Competitive Power Ventures Inc's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$20,112
FORUSALL ADVISORS · Investment advisory (plan)$94,246
GLOBAL RETIREMENT PARTNERS · Investment advisory (plan)$8,288

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$121,160 · 0.26%
2023$109,573 · 0.28%
2022$101,441 · 0.27%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 510402836 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.