Plan Ledger DOL Form 5500 · updated monthly

Continental Exchange Solutions, Inc.401(k)

CONTINENTAL EXCHANGE SOLUTIONS, INC. 401(K) PLAN · BUENA PARK, CA · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Continental Exchange Solutions, Inc. reported $264,884 in plan administrative expenses for 2024: 0.41% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,565 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 has held roughly steady near 0.41%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,320th-largest of 9,483 plans among California employers on file, and the 1,287th of 4,798 in finance & insurance. In 2024, employees put in $3.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$71,063,571
Participants with balances1,607
Active participants1,427
Employer contributions$2,232,920
Employee contributions$7,045,452
Employer contribution per active participant$1,565
Average account balance$44,221
Benefits paid to participants$5,426,033
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$71.1M · 1,607 accts · $2.2M emplr
2023$58.9M · 1,597 accts · $2.0M emplr
2022$46.8M · 1,637 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$264,884
Total administrative$264,884
The Continental Exchange Solutions, Inc. 401(k) match · 2024
Employer contribution per active participant$1,565
Median for plans this size$3,635
2024$1,565 per active participant
2023$1,439 per active participant
2022$1,384 per active participant

Continental Exchange Solutions, Inc.'s 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$264,883
ALL SEASONS INVESTMENT ADVISOR, INC · Investment advisory (plan)indirect comp

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$264,884 · 0.41%
2023$232,660 · 0.44%
2022$207,724 · 0.43%
Same employer
Similar plansFinance & Insurance · California
Travis Credit Union CA$75.2M · 0.12%
Ctbc Bank Corp. (USA) CA$74.8M · 0.01%
Aviation Capital Group LLC CA$72.5M · 0.10%
Provident Credit Union CA$67.2M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 222829900 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.