Plan Ledger DOL Form 5500 · updated monthly

Core Bts, Inc.401(k)

CORE BTS 401(K) RETIREMENT PLAN · INDIANAPOLIS, IN · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Core Bts, Inc. reported $117,910 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $2,791 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 2 years on file its reported administrative ratio fell from 0.13% to 0.12%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 155th-largest of 1,562 plans among Indiana employers on file, and the 1,547th of 11,654 in professional & technical services. In 2024, employees put in $3.79 for every $1.00 the employer contributed; active participation has shrunk from 733 to 547 since 2022.

Plan summary
Net assets, end of year$97,810,287
Participants with balances930
Active participants547
Employer contributions$1,526,491
Employee contributions$5,790,948
Employer contribution per active participant$2,791
Average account balance$105,172
Benefits paid to participants$16,554,707
Plan auditUnmodified (clean) audit opinion
AuditorCDH CPA, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$97.8M · 930 accts · $1.5M emplr
2023$93.7M · 1,095 accts · $1.9M emplr
2022$78.9M · 1,135 accts · $2.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,887
Investment management$83,023
Total administrative$117,910
The Core Bts, Inc. 401(k) match · 2024
Employer contribution per active participant$2,791
Median for plans this size$3,635
2024$2,791 per active participant
2023$3,000 per active participant
2022$2,887 per active participant

Core Bts, Inc.'s 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
GALLAGHER FIDUCIARY ADVISORS LLC · Investment advisory (plan)$60,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$34,887
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$23,023

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$117,910 · 0.12%
2023$107,736 · 0.12%
2022$114,162 · 0.13%
Same employer
Similar plansProfessional & Technical Services · Indiana
Ksm Business Services, Inc. IN$105.5M · 0.01%
Krieg Devault LLP IN$105.3M · 0.20%
Zotec Partners, LLC IN$103.6M · 0.24%
Eight Eleven Group, LLC. IN$96.0M · 0.25%
Human Capital Concepts, LLC IN$94.7M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203873764 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.