Plan Ledger DOL Form 5500 · updated monthly

Cosolutions, Inc401(k)

COSOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST · STERLING, VA · plan year 2023

Reported admin expense ratio · 2023
0.85%

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

Cosolutions, Inc reported $37,370 in plan administrative expenses for 2023: 0.85% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,077 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 fell from 0.90% to 0.85%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Virginia (1,854th of 2,266), and 1,906th of 2,199 in information & media. In 2023, employees put in $3.02 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,731,470
Participants with balances94
Active participants112
Employer contributions$120,657
Employee contributions$364,813
Employer contribution per active participant$1,077
Average account balance$50,335
Benefits paid to participants$454,655
Plan auditUnmodified (clean) audit opinion
AuditorREGAN SCHICKNER HARPER LLC
Plan history2
Yearassets · accounts · employer contribution
2023$4.7M · 94 accts · $121K emplr
2022$4.1M · 121 accts · $269K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$16,428
Investment management$20,942
Total administrative$37,370
The Cosolutions, Inc 401(k) match · 2023
Employer contribution per active participant$1,077
Median for plans this size$1,308
2023$1,077 per active participant
2022$3,688 per active participant

Cosolutions, Inc's 2023 employer contribution ran below 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
PCS RETIREMENT, LLC · Contract administrator · Plan administrator$16,428
THE CAPITAL GROUP INVESTMENT ADVISO · Investment management$20,942

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

Administrative cost history2
2023$37,370 · 0.85%
2022$39,676 · 0.90%
Similar plansInformation & Media · Virginia
Aveshka, Inc. VA$8.7M · 0.39%
Publicrelay, Inc. VA$6.8M · 0.02%
Virginia Everywhere, LLC VA$3.0M · 0.84%
Gennext Media, Inc. VA$2.5M · 1.36%
Prominds Inc. VA$2.1M · 0.75%

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Source: U.S. Department of Labor, Form 5500 series, EIN 541903556 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.