Plan Ledger DOL Form 5500 · updated monthly

Constellis, LLCProfit-sharing plan

CONSTELLIS RETETIREMENT PLAN · HERNDON, VA · plan year 2018

Reported admin expense ratio · 2018
2.97%

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

Constellis, LLC reported $103,981 in plan administrative expenses for 2018: 2.97% of average plan assets, higher than ~90% of peers. Employer contributions averaged $547 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 122 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Virginia (1,827th of 2,266), and 11,157th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$5,077,201
Participants with balances0
Active participants7,733
Employer contributions$4,230,754
Employee contributions$0
Employer contribution per active participant$547
Average account balance—
Benefits paid to participants$1,379,412
Plan auditDisclaimer of opinion
AuditorLERROSARBEY, PLLC
Plan history2
Yearassets · accounts · employer contribution
2019$0
2018$5.1M · $4.2M emplr
Administrative expenses, itemized · 2018
Recordkeeping & contract admin$103,981
Total administrative$103,981
Employer contributions to the Constellis, LLC plan · 2018
Employer contribution per active participant$547
Median for plans this size$880

Constellis, LLC's 2018 employer contribution ran below the $880 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 2018 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2019Not separately reported
2018$103,981 · 2.97%
Similar plansManufacturing · Virginia
Advex Corporation VA$5.8M · 0.05%
Hoover & Strong, Inc. VA$5.4M · 0.57%
Tidewater Fibre Corp. VA$5.0M · 0.36%
Dominion Packaging, Inc. VA$4.9M · 0.87%
Ngk-Locke, Inc. VA$4.7M · 0.33%
Focused Management, Inc. VA$4.7M · 0.60%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 453012786 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.