Plan Ledger DOL Form 5500 · updated monthly

Costner Law Office PLLC401(k)

COSTNER LAW OFFICE, PLLC 401(K) PROFIT SHARING PLAN AND TRUST · CHARLOTTE, NC · plan year 2022

Reported admin expense ratio · 2022
0.61%

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

Costner Law Office PLLC reported $10,730 in plan administrative expenses for 2022: 0.61% of average plan assets, above the peer median. Employer contributions averaged $2,305 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 professional & technical services employers. By assets it is among the smaller plans on file in North Carolina (1,789th of 2,005), and 10,923rd of 11,654 in professional & technical services. In 2022, employees put in $1.84 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,900,617
Participants with balances93
Active participants96
Employer contributions$221,320
Employee contributions$406,522
Employer contribution per active participant$2,305
Average account balance$20,437
Benefits paid to participants$77,387
Plan auditUnmodified (clean) audit opinion
AuditorBERNARD ROBINSON & COMPANY
The Costner Law Office PLLC 401(k) match · 2022
Employer contribution per active participant$2,305
Median for plans this size$1,114

Costner Law Office PLLC's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$10,730 · 0.61%
Similar plansProfessional & Technical Services · North Carolina
Geo Owl LLC NC$2.3M
Oyster HR Inc. NC$2.0M · 1.86%
Xdin, Inc. NC$2.0M · 0.09%
Datastaff Inc NC$1.8M · 0.61%
Infomerica Inc. NC$1.7M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 264761705 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.