Plan Ledger DOL Form 5500 · updated monthly

Consolidated Equipment Group LLC401(k)

CONSOLIDATED EQUIPMENT GROUP RETIREMENT PLAN · ALEXANDRIA, MN · plan year 2025

Reported admin expense ratio · 2025
0.39%

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

Consolidated Equipment Group LLC reported $51,241 in plan administrative expenses for 2025: 0.39% of average plan assets, above the peer median. Employer contributions averaged $2,201 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 3 years on file its reported administrative ratio rose from 0.35% to 0.39%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Minnesota (1,090th of 1,918), and 7,216th of 13,661 in manufacturing. In 2025, employees put in $2.18 for every $1.00 the employer contributed; active participation has grown from 153 to 270 since 2022.

Plan summary
Net assets, end of year$14,586,199
Participants with balances342
Active participants270
Employer contributions$594,335
Employee contributions$1,298,009
Employer contribution per active participant$2,201
Average account balance$42,650
Benefits paid to participants$1,048,212
Plan auditUnmodified (clean) audit opinion
AuditorREDPATH & COMPANY, LLC
Plan history4
Yearassets · accounts · employer contribution
2025$14.6M · 342 accts · $594K emplr
2024$11.7M · 281 accts · $468K emplr
2023$9.7M · 221 accts · $393K emplr
2022$7.2M · 201 accts · $363K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$19,507
Investment management$31,734
Total administrative$51,241
The Consolidated Equipment Group LLC 401(k) match · 2025
Employer contribution per active participant$2,201
Median for plans this size$2,666
2025$2,201 per active participant
2024$1,934 per active participant
2023$2,310 per active participant
2022$2,373 per active participant

Consolidated Equipment Group LLC's 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$41,077
KESTRA ADVISORY SERVICES, LLC · Investment advisory (plan)$31,734

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

Recordkeeper by year3
2025The Standard
2024The Standard
2023Securian

This plan has changed recordkeepers within these filings. If you left Consolidated Equipment Group LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$51,241 · 0.39%
2024$44,825 · 0.42%
2023$31,020 · 0.37%
2022$25,853 · 0.35%
Same employer
Similar plansManufacturing · Minnesota
Aveka Group, Inc. MN$15.0M · 0.05%
Bell Lumber & Pole Company MN$14.6M · 0.55%
Bermo, Inc. MN$14.5M · 0.32%
Apg Cash Drawer, LLC MN$14.3M · 0.02%
Modernistic, Inc. MN$14.3M · 0.03%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 460667951 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.