Plan Ledger DOL Form 5500 · updated monthly

Copaken Brooks LLC401(k)

COPAKEN BROOKS 401(K) PLAN · OVERLAND PARK, KS · plan year 2022

Reported admin expense ratio · 2022
0.83%

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

Copaken Brooks LLC reported $42,309 in plan administrative expenses for 2022: 0.83% of average plan assets, higher than ~75% of peers. Employer contributions averaged $691 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Kansas (668th of 828), and 1,582nd of 2,096 in real estate & leasing. In 2022, employees put in $4.53 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,471,111
Participants with balances65
Active participants82
Employer contributions$56,698
Employee contributions$257,045
Employer contribution per active participant$691
Average account balance$68,786
Benefits paid to participants$606,794
Plan auditUnmodified (clean) audit opinion
AuditorHUTCHINS & HAAKE L.L.C.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$42,309
Total administrative$42,309
The Copaken Brooks LLC 401(k) match · 2022
Employer contribution per active participant$691
Median for plans this size$1,114

Copaken Brooks LLC's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$42,309 · 0.83%
Similar plansReal Estate & Leasing · Kansas
Key Management Company KS$5.4M · 0.85%
Peterson Properties, Inc. KS$5.3M · 0.40%
Cohen-Esrey LLC KS$4.9M · 0.34%
Nres Management, LLC KS$3.1M · 0.79%
Leisure Hotels, LLC. KS$2.5M · 0.69%

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Source: U.S. Department of Labor, Form 5500 series, EIN 440665248 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.