Plan Ledger DOL Form 5500 · updated monthly

Consumer Capital Partners LLC401(k)

CONCEPT CONSULTING LLC, 401(K) PLAN · BROOMFIELD, CO · plan year 2022

Reported admin expense ratio · 2022
0.38%

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

Consumer Capital Partners LLC reported $18,484 in plan administrative expenses for 2022: 0.38% of average plan assets, below the peer median. Employer contributions averaged $168 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 management of companies employers. By assets it is among the smaller plans on file in Colorado (1,128th of 1,461), and 673rd of 786 in management of companies.

Plan summary
Net assets, end of year$3,963,655
Participants with balances88
Active participants914
Employer contributions$153,535
Employee contributions-$3,092
Employer contribution per active participant$168
Average account balance$45,042
Benefits paid to participants$1,162,974
Plan auditUnmodified (clean) audit opinion
The Consumer Capital Partners LLC 401(k) match · 2022
Employer contribution per active participant$168
Median for plans this size$1,114

Consumer Capital Partners LLC'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$18,484 · 0.38%
Similar plansManagement of Companies · Colorado
Huwa Enterprises, LLC CO$8.4M · 1.22%
Hugo Enterprises LLC CO$7.3M · 0.32%
Healthcare Media, LLC TX$4.1M · 0.12%
Simplified Investments MI$4.0M · 0.78%
A-Com Enterprises, Inc. GA$4.0M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461211152 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.