Plan Ledger DOL Form 5500 · updated monthly

Cone & Graham Inc.401(k)

CONE & GRAHAM, INC. 401(K) PLAN · TAMPA, FL · plan year 2022

Reported admin expense ratio · 2022
0.09%

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

Cone & Graham Inc. reported $3,675 in plan administrative expenses for 2022: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $428 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Florida (2,744th of 3,644), and 4,319th of 5,337 in construction. In 2022, employees put in $5.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,724,751
Participants with balances82
Active participants173
Employer contributions$74,124
Employee contributions$428,647
Employer contribution per active participant$428
Average account balance$45,424
Benefits paid to participants$457,194
Plan auditUnmodified (clean) audit opinion
AuditorBRIMMER, BUREK & KEELAN LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$3,675
Total administrative$3,675
The Cone & Graham Inc. 401(k) match · 2022
Employer contribution per active participant$428
Median for plans this size$1,114

Cone & Graham Inc.'s 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom 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$3,675 · 0.09%
Same employer
Similar plansConstruction · Florida
127 Group, LLC FL$3.8M · 0.07%
Youngquist Brothers, LLC FL$3.8M · 2.08%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 591925201 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.