Plan Ledger DOL Form 5500 · updated monthly

Cp&Y, Inc.401(k)

CP&Y, INC. 401(K) PLAN · DALLAS, TX · plan year 2022

Reported admin expense ratio · 2022
0.02%

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

Cp&Y, Inc. reported $11,481 in plan administrative expenses for 2022: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,809 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 $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other professional & technical services employers. By assets it is the 886th-largest of 5,688 plans among Texas employers on file, and the 2,188th of 11,654 in professional & technical services. In 2022, employees put in $1.53 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$65,362,969
Participants with balances527
Active participants377
Employer contributions$2,190,054
Employee contributions$3,361,637
Employer contribution per active participant$5,809
Average account balance$124,028
Benefits paid to participants$3,026,580
Plan auditUnmodified (clean) audit opinion
AuditorFARMER, FUQUA, & HUFF, P.C.
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$65.4M · 527 accts · $2.2M emplr
The Cp&Y, Inc. 401(k) match · 2022
Employer contribution per active participant$5,809
Median for plans this size$3,449

Cp&Y, Inc.'s 2022 employer contribution ran above the $3,449 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 history2
2023Not separately reported
2022$11,481 · 0.02%
All plans at this employer2
CP&Y, INC. 401(K) PLAN401(k)
CP&Y, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Similar plansProfessional & Technical Services · Texas
Porter Hedges LLP TX$66.3M · 0.04%
American Campus Communities TX$65.7M · 0.50%
Upland Software, Inc. TX$65.2M · 0.42%
Rps Americas, Inc. TX$64.8M · 0.05%
McGinnis Lochridge LLP TX$64.6M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751720414 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.