Plan Ledger DOL Form 5500 · updated monthly

Complete Automation, Inc.401(k)

COMPLETE AUTOMATION 401(K) PLAN · LAKE ORION, MI · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

Complete Automation, Inc. reported $38,505 in plan administrative expenses for 2024: 0.44% of average plan assets, below the peer median. Employer contributions averaged $921 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 rose from 0.38% to 0.44%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Michigan (1,597th of 2,619), and 9,170th of 13,661 in manufacturing. In 2024, employees put in $4.36 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,132,090
Participants with balances120
Active participants162
Employer contributions$149,231
Employee contributions$650,248
Employer contribution per active participant$921
Average account balance$76,101
Benefits paid to participants$1,344,000
Plan auditUnmodified (clean) audit opinion
AuditorUHY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$9.1M · 120 accts · $149K emplr
2023$8.3M · 113 accts · $113K emplr
2022$6.8M · 135 accts · $161K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,906
Investment management$12,599
Total administrative$38,505
The Complete Automation, Inc. 401(k) match · 2024
Employer contribution per active participant$921
Median for plans this size$1,313
2024$921 per active participant
2023$751 per active participant
2022$1,071 per active participant

Complete Automation, Inc.'s 2024 employer contribution ran below 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
FIFTH THIRD BANK · Investment advisory (plan)$12,593
EMPOWER ADVISORY GROUP, LLC · Investment management$6

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

Administrative cost history3
2024$38,505 · 0.44%
2023$32,721 · 0.43%
2022$27,766 · 0.38%
Same employer
Similar plansManufacturing · Michigan
Hti Cybernetics, Inc. MI$9.4M · 0.41%
House of Flavors, Inc. MI$9.3M · 0.06%
Hascall Steel Company MI$9.1M · 0.28%
Triple, Inc. MI$9.1M · 0.56%
Gilson Graphics, Inc. MI$9.1M · 0.70%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 382803878 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.