Plan Ledger DOL Form 5500 · updated monthly

Controlled Products Systems Group, Inc.401(k)

CONTROLLED PRODUCTS SYSTEMS GROUP, INC. 401K PLAN · DENVER, CO · plan year 2023

Reported admin expense ratio · 2023
0.26%

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

Controlled Products Systems Group, Inc. reported $25,150 in plan administrative expenses for 2023: 0.26% of average plan assets, below the peer median. Employer contributions averaged $2,306 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 0.15% to 0.26%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Colorado (745th of 1,461), and 2,782nd of 4,246 in wholesale trade. In 2023, employees put in $2.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,042,247
Participants with balances185
Active participants169
Employer contributions$389,634
Employee contributions$818,176
Employer contribution per active participant$2,306
Average account balance$59,688
Benefits paid to participants$279,277
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $409K emplr
2023$11.0M · 185 accts · $390K emplr
2022$8.3M · 170 accts · $335K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$1,097
Audit (IQPA)$10,500
Total administrative$25,150
The Controlled Products Systems Group, Inc. 401(k) match · 2023
Employer contribution per active participant$2,306
Median for plans this size$1,308
2023$2,306 per active participant
2022$2,133 per active participant

Controlled Products Systems Group, Inc.'s 2023 employer contribution ran above the $1,308 median for plans its size, placing it in the top 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
FIDELITY INV. INST. OP. CO. , · Loan processing$14,651
RSM US LLP · Accounting / audit$10,500

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

Administrative cost history3
2024Not separately reported
2023$25,150 · 0.26%
2022$12,932 · 0.15%
Similar plansWholesale Trade · Colorado
Sumup, Inc. CO$13.7M · 0.45%
Nite Ize, Inc. CO$13.3M · 0.51%
Krayden, Inc. CO$12.0M · 0.31%
George T. Sanders Company CO$10.3M · 0.20%
Rws Operating Co, LLC CO$9.2M · 0.40%
Tubelite Enterprises LLC CO$9.1M · 0.39%
Cdmm Corp CO$7.2M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841528403 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.