Plan Ledger DOL Form 5500 · updated monthly

Connor Group, Inc.401(k)

CONNOR GROUP, INC. 401(K) PLAN · RENO, NV · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Connor Group, Inc. reported $9,903 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,219 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 0.01% to 0.02%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other administrative & support services employers. By assets it is the 45th-largest of 437 plans among Nevada employers on file, and the 231st of 2,534 in administrative & support services. In 2024, employees put in $4.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$68,371,578
Participants with balances784
Active participants593
Employer contributions$1,908,686
Employee contributions$8,119,862
Employer contribution per active participant$3,219
Average account balance$87,209
Benefits paid to participants$2,626,514
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$68.4M · 784 accts · $1.9M emplr
2023$50.2M · 720 accts · $1.5M emplr
2022$34.6M · 647 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,075
Investment management$6,828
Total administrative$9,903
The Connor Group, Inc. 401(k) match · 2024
Employer contribution per active participant$3,219
Median for plans this size$3,635
2024$3,219 per active participant
2023$2,461 per active participant
2022$2,471 per active participant

Connor Group, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$6,828
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$3,135

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$9,903 · 0.02%
2023$6,934 · 0.02%
2022$3,182 · 0.01%
Same employer
Similar plansAdministrative & Support Services · Nevada
Manhattan West LLC NY$69.1M · 0.00%
Viking River Cruises, Inc. CA$68.2M · 0.10%
Conservice, LLC UT$67.7M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 320445452 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.