Plan Ledger DOL Form 5500 · updated monthly

Continental Service Group, LLC D/B/A Conserve401(k)

CONSERVE EMPLOYEE RETIREMENT PLAN · FAIRPORT, NY · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Continental Service Group, LLC D/B/A Conserve reported $27,083 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $470 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 0.069%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 1,553rd-largest of 5,648 plans among New York employers on file, and the 353rd of 2,534 in administrative & support services. In 2024, employees put in $9.22 for every $1.00 the employer contributed; active participation has grown from 295 to 345 since 2022.

Plan summary
Net assets, end of year$41,692,627
Participants with balances496
Active participants345
Employer contributions$162,294
Employee contributions$1,496,451
Employer contribution per active participant$470
Average account balance$84,058
Benefits paid to participants$1,811,169
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$41.7M · 496 accts · $162K emplr
2023$36.6M · 500 accts · $804K emplr
2022$32.1M · 478 accts · $656K emplr
Administrative expenses, itemized · 2024
Investment management$27,083
Total administrative$27,083
The Continental Service Group, LLC D/B/A Conserve 401(k) match · 2024
Employer contribution per active participant$470
Median for plans this size$2,416
2024$470 per active participant
2023$2,442 per active participant
2022$2,224 per active participant

Continental Service Group, LLC D/B/A Conserve's 2024 employer contribution ran below the $2,416 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
SAGE RUTTY & COMPANYindirect comp
RIMKUS, MARCIANO & ASSOCIATES, INC. · Pension consultingindirect 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$27,083 · 0.07%
2023$25,200 · 0.07%
2022$25,956 · 0.07%
Same employer
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Cpacom Inc NY$31.5M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161265131 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.