Plan Ledger DOL Form 5500 · updated monthly

Complete Design & Packaging, LLC401(k)

COMPLETE DESIGN & PACKAGING, LLC RETIREMENT SAVINGS PLAN · CONCORD, NC · plan year 2022

Reported admin expense ratio · 2022
0.04%

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

Complete Design & Packaging, LLC reported $150 in plan administrative expenses for 2022: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,036 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in North Carolina (1,961st of 2,005), and 13,524th of 13,661 in manufacturing. In 2022, employees put in $1.82 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$362,088
Participants with balances56
Active participants129
Employer contributions$133,630
Employee contributions$242,673
Employer contribution per active participant$1,036
Average account balance$6,466
Benefits paid to participants$1,151
Plan auditUnmodified (clean) audit opinion
AuditorTURLINGTON AND COMPANY L.L.P.
The Complete Design & Packaging, LLC 401(k) match · 2022
Employer contribution per active participant$1,036
Median for plans this size$331

Complete Design & Packaging, LLC's 2022 employer contribution ran above the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$150 · 0.04%
Same employer
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Pli Holdings, Inc. NC$573K · 2.43%
Mjm Yachts LLC NC$551K · 5.14%
Hc Composites, LLC NC$507K · 1.48%
Acucote, Inc. NC$131K · 0.30%
Tara Materials, Inc. NC$106K · 0.66%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043633957 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.