Plan Ledger DOL Form 5500 · updated monthly

Continental Insurance Group, LTD401(k)

CONTINENTAL INSURANCE GROUP, LTD 401(K) PROFIT SHARING PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.98%

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

Continental Insurance Group, LTD reported $127,291 in plan administrative expenses for 2024: 0.98% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,254 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 0.98%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 2,472nd-largest of 5,688 plans among Texas employers on file, and 3,533rd of 4,798 in finance & insurance. In 2024, employees put in $1.85 for every $1.00 the employer contributed; active participation has grown from 198 to 252 since 2022.

Plan summary
Net assets, end of year$14,622,404
Participants with balances259
Active participants252
Employer contributions$820,061
Employee contributions$1,519,849
Employer contribution per active participant$3,254
Average account balance$56,457
Benefits paid to participants$838,228
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.6M · 259 accts · $820K emplr
2023$11.4M · 231 accts · $664K emplr
2022$8.5M · 188 accts · $531K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$127,291
Total administrative$127,291
The Continental Insurance Group, LTD 401(k) match · 2024
Employer contribution per active participant$3,254
Median for plans this size$2,416
2024$3,254 per active participant
2023$2,950 per active participant
2022$2,681 per active participant

Continental Insurance Group, LTD's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
NATIONWIDE · Recordkeeping$71,277
WORLD INVESTMENT ADVISORS, LLC · Investment advisory (plan)$53,965

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

Recordkeeper by year2
2024Nationwide
2023Nationwide

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$127,291 · 0.98%
2023$116,679 · 1.17%
2022$86,177 · 0.99%
Same employer
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Resource One Credit Union TX$14.4M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 371781514 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.