Plan Ledger DOL Form 5500 · updated monthly

Contracted Cash Management401(k)

CONTRACTED CASH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST · GREEN COVE SPRINGS, FL · plan year 2022

Reported admin expense ratio · 2022
0.78%

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

Contracted Cash Management reported $3,257 in plan administrative expenses for 2022: 0.78% of average plan assets, below the peer median. Employer contributions averaged $0 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Florida (3,510th of 3,644), and 11,453rd of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$422,282
Participants with balances47
Active participants191
Employer contributions$0
Employee contributions$171,655
Employer contribution per active participant$0
Average account balance$8,985
Benefits paid to participants$79,544
Plan auditUnmodified (clean) audit opinion
AuditorRALSTONS & COMPANY CPAS
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$3,174
Investment management$83
Total administrative$3,257
The Contracted Cash Management 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$331

Contracted Cash Management's 2022 employer contribution ran below the $331 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$3,257 · 0.78%
Similar plansProfessional & Technical Services · Florida
Aba Solutions, Inc. FL$501K · 0.79%
Shiftpixy, Inc. FL$497K · 2.17%
Ndl LLC FL$475K · 0.29%
Inspiria, LLC FL$258K · 0.99%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810585027 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.