Plan Ledger DOL Form 5500 · updated monthly

Coordinated Services Management, Inc.401(k)

COORDINATED SERVICES MANAGEMENT, INC. 401(K) RETIREMENT PLAN · ROANOKE, VA · plan year 2024

Reported admin expense ratio · 2024
0.22%

Coordinated Services Management, Inc. reported $20,026 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. 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 0.224%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Virginia (1,500th of 2,266), and the 5,890th of 11,911 in health care & social assistance. active participation has grown from 695 to 1,299 since 2022.

Plan summary
Net assets, end of year$9,433,831
Participants with balances198
Active participants1,299
Employer contributions—
Employee contributions$749,947
Employer contribution per active participant—
Average account balance$47,646
Benefits paid to participants$715,871
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.4M · 198 accts
2023$8.4M · 203 accts
2022$7.4M · 210 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,026
Total administrative$20,026
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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$20,026
BUSINESS SOLUTIONS INC · Other servicesindirect 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$20,026 · 0.22%
2023$18,498 · 0.23%
2022$17,832 · 0.22%
Same employer
Similar plansHealth Care & Social Assistance · Virginia

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Source: U.S. Department of Labor, Form 5500 series, EIN 541164589 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.