Plan Ledger DOL Form 5500 · updated monthly

Cpasitesolutions, Inc.401(k)

CPASITESOLUTIONS 401(K) PLAN · MURRIETA, CA · plan year 2025

Reported admin expense ratio · 2025
0.14%

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

Cpasitesolutions, Inc. reported $18,916 in plan administrative expenses for 2025: 0.14% of average plan assets, below the peer median. Employer contributions averaged $1,393 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 3 years on file its reported administrative ratio fell from 0.28% to 0.14%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other professional & technical services employers. By assets it is the 4,447th-largest of 9,483 plans among California employers on file, and 6,663rd of 11,654 in professional & technical services. In 2025, employees put in $3.43 for every $1.00 the employer contributed; active participation has grown from 236 to 280 since 2022.

Plan summary
Net assets, end of year$14,652,033
Participants with balances351
Active participants280
Employer contributions$389,901
Employee contributions$1,336,641
Employer contribution per active participant$1,393
Average account balance$41,744
Benefits paid to participants$1,089,692
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$14.7M · 351 accts · $390K emplr
2024$11.8M · 310 accts · $347K emplr
2023$9.4M · 340 accts · $410K emplr
2022$6.7M · 308 accts · $354K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$5,150
Investment management$1,253
Total administrative$18,916
The Cpasitesolutions, Inc. 401(k) match · 2025
Employer contribution per active participant$1,393
Median for plans this size$2,666
2025$1,393 per active participant
2024$1,357 per active participant
2023$1,628 per active participant
2022$1,500 per active participant

Cpasitesolutions, Inc.'s 2025 employer contribution ran below the $2,666 median for plans its size, in the bottom 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
PENSION ASSURANCE LLP · Accounting / audit$11,713
CREATIVE PLANNING HOLD CO INCindirect comp
CBIZ BENEFITS AND INSURANCE SERV · Other servicesindirect comp
VOYA RETIREMENT INS AND ANNUITY CO · Investment advisory (participants)indirect comp

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

Administrative cost history4
2025$18,916 · 0.14%
2024$25,971 · 0.25%
2023$19,400 · 0.24%
2022$18,000 · 0.28%
Similar plansProfessional & Technical Services · California
Evident Change CA$14.7M · 0.01%
Verimatrix, Inc. CA$14.7M · 0.37%
The Sourcing Group CA$14.7M · 0.10%
Tatari, Inc. CA$14.7M · 0.28%
Tafapolsky & Smith LLP CA$14.6M · 0.15%
Streamsets, Inc. CA$14.5M · 0.21%
Atomic Labs, LLC CA$14.5M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 383856676 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.