Plan Ledger DOL Form 5500 · updated monthly

Consolidated Bookkeeping and Man401(k)

CONSOLIDATED BOOKKEEPING AND MANAGEMENT SERVICES, INC 401(K) · SEATTLE, WA · plan year 2024

Reported admin expense ratio · 2024
1.89%

Consolidated Bookkeeping and Man reported $3,440 in plan administrative expenses for 2024: 1.89% of average plan assets, above the peer median. 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 1,109 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Washington (1,693rd of 1,714), and 11,518th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$264,526
Participants with balances88
Active participants92
Employer contributions—
Employee contributions$180,868
Employer contribution per active participant—
Average account balance$3,006
Benefits paid to participants$34,746
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,440
Total administrative$3,440
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 · 20241
ADP, INC. · Loan processing · Recordkeeping$3,439

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

Administrative cost history1
2024$3,440 · 1.89%
Similar plansProfessional & Technical Services · Washington
Northwestern LLC WA$1.7M · 0.14%
Atlas Labs Inc WA$1.7M · 0.04%
Elyon International, Inc. WA$1.3M · 0.08%
De-El Enterprises Inc WA$189K · 1.23%
Spt Holdings, LLC WA$94K · 3.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911485197 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.