Plan Ledger DOL Form 5500 · updated monthly

Controlled Environment Systems, LLC401(k)

CONTROLLED ENVIRONMENT SYSTEMS, LLC 401(K) PLAN · MANSFIELD, MA · plan year 2023

Reported admin expense ratio · 2023
0.23%

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

Controlled Environment Systems, LLC reported $15,134 in plan administrative expenses for 2023: 0.23% of average plan assets, below the peer median. Employer contributions averaged $1,578 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 1 year on file its reported administrative ratio rose from 0.23% to 0.25%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Massachusetts (2,114th of 2,726), and 3,521st of 5,337 in construction. In 2023, employees put in $2.21 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,306,128
Participants with balances135
Active participants176
Employer contributions$277,740
Employee contributions$614,559
Employer contribution per active participant$1,578
Average account balance$54,119
Benefits paid to participants$168,724
Plan auditQualified audit opinion
AuditorPKF JND, P.C.
Plan history2
Yearassets · accounts · employer contribution
2024$7.3M · 111 accts · $210K emplr
2023$7.3M · 135 accts · $278K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$225
Investment management$14,909
Total administrative$15,134
The Controlled Environment Systems, LLC 401(k) match · 2023
Employer contribution per active participant$1,578
Median for plans this size$1,308
2024$2,254 per active participant
2023$1,578 per active participant

Controlled Environment Systems, LLC's 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
COMMONWEALTH EQUITY SERVICES LLC · Investment advisory (plan)$14,909
JPMORGAN INVEST HOLDINGS LLC$225

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

Administrative cost history2
2024$18,286 · 0.25%
2023$15,134 · 0.23%
Same employer
Similar plansConstruction · Massachusetts
Kaloutas Painting MA$7.8M · 0.74%
Rch Roofing Corporation MA$7.5M · 1.28%
Electrical Dynamics, Inc. MA$7.3M · 0.13%
Premier Fence, LLC MA$6.5M · 0.58%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 844017671 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.