Plan Ledger DOL Form 5500 · updated monthly

Complete Automation Solutions Holdings, Inc.401(k)

COMPLETE AUTOMATION SOLUTIONS HOLDINGS, INC. 401(K) PLAN · NORTH ATTLEBORO, MA · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Complete Automation Solutions Holdings, Inc. reported $29,593 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $2,734 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 0.21% to 0.15%. 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 1,271st-largest of 2,726 plans among Massachusetts employers on file, and the 5,418th of 11,654 in professional & technical services. In 2024, employees put in $2.57 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,765,800
Participants with balances285
Active participants213
Employer contributions$582,428
Employee contributions$1,497,065
Employer contribution per active participant$2,734
Average account balance$72,862
Benefits paid to participants$3,043,314
Plan auditUnmodified (clean) audit opinion
AuditorBARNES WENDLING CPAS, INC.
Plan history3
Yearassets · accounts · employer contribution
2024$20.8M · 285 accts · $582K emplr
2023$18.9M · 317 accts · $577K emplr
2022$15.1M · 263 accts · $455K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,222
Investment management$9,371
Total administrative$29,593
The Complete Automation Solutions Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$2,734
Median for plans this size$2,416
2024$2,734 per active participant
2023$2,279 per active participant
2022$2,296 per active participant

Complete Automation Solutions Holdings, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20244
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$9,371
BARNES WENDLING$4,874
LPL FINANCIALindirect comp
ASCENSUS · Other servicesindirect comp

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$29,593 · 0.15%
2023$31,847 · 0.19%
2022$29,953 · 0.21%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 260251174 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.