Plan Ledger DOL Form 5500 · updated monthly

Cpl Pacific, LLC401(k)

CPL PACIFIC 401(K) SAVINGS PLAN · TAMUNING, GU · plan year 2024

Reported admin expense ratio · 2024
0.55%

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

Cpl Pacific, LLC reported $141,786 in plan administrative expenses for 2024: 0.55% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,330 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 0.68% to 0.55%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other management of companies employers. By assets it is the 4th-largest of 35 plans among GU employers on file, and the 391st of 786 in management of companies. In 2024, employees put in $1.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$26,411,577
Participants with balances848
Active participants727
Employer contributions$966,575
Employee contributions$1,611,339
Employer contribution per active participant$1,330
Average account balance$31,146
Benefits paid to participants$3,818,651
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$26.4M · 848 accts · $967K emplr
2023$25.0M · 1,159 accts · $1.0M emplr
2022$22.2M · 884 accts · $958K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$141,786
Total administrative$141,786
The Cpl Pacific, LLC 401(k) match · 2024
Employer contribution per active participant$1,330
Median for plans this size$2,416
2024$1,330 per active participant
2023$1,001 per active participant
2022$1,441 per active participant

Cpl Pacific, LLC's 2024 employer contribution ran below the $2,416 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 · 20241
ASC TRUST, LLC · Recordkeeping · Pension consulting$141,786

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

Recordkeeper by year2
2024ASC TRUST, LLC
2023ASC TRUST, LLC

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Administrative cost history3
2024$141,786 · 0.55%
2023$120,995 · 0.51%
2022$129,551 · 0.68%
Similar plansManagement of Companies · GU
Blue Ridge Bankshares, Inc. VA$26.9M · 0.45%
Shapco Inc. CA$26.4M · 0.30%
Vital Enterprises LLC OR$25.9M · 0.28%
Darr Equipment, LP TX$25.5M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 660919490 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.