Plan Ledger DOL Form 5500 · updated monthly

Cpt, Inc.401(k)

CPT RETIREMENT PLAN · JANESVILLE, WI · plan year 2024

Reported admin expense ratio · 2024
0.91%

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

Cpt, Inc. reported $27,445 in plan administrative expenses for 2024: 0.91% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,445 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 1.00% to 0.91%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Wisconsin (1,744th of 1,936), and 12,077th of 13,661 in manufacturing. In 2024, employees put in $2.91 for every $1.00 the employer contributed; active participation has shrunk from 170 to 100 since 2022.

Plan summary
Net assets, end of year$3,376,666
Participants with balances124
Active participants100
Employer contributions$144,505
Employee contributions$420,642
Employer contribution per active participant$1,445
Average account balance$27,231
Benefits paid to participants$156,046
Plan auditUnmodified (clean) audit opinion
AuditorWEGNER CPA
Plan history3
Yearassets · accounts · employer contribution
2024$3.4M · 124 accts · $145K emplr
2023$2.7M · 114 accts · $111K emplr
2022$2.2M · 125 accts · $178K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,557
Investment management$13,888
Total administrative$27,445
The Cpt, Inc. 401(k) match · 2024
Employer contribution per active participant$1,445
Median for plans this size$1,313
2024$1,445 per active participant
2023$1,161 per active participant
2022$1,045 per active participant

Cpt, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20242
THREE BELL CAPITAL LLC · Investment advisory (plan)$13,888

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

Administrative cost history3
2024$27,445 · 0.91%
2023$23,521 · 0.97%
2022$34,178 · 1.00%
Same employer
Similar plansManufacturing · Wisconsin
Quick Cable Corporation WI$3.6M · 0.95%
Carnivore Meat Company WI$3.5M · 0.63%
Branches LLC WI$3.5M · 0.84%
Argon Industries, Inc WI$3.2M · 1.07%
Vital Plastics, Inc WI$3.2M · 0.34%
Octopi Brewing LLC WI$3.1M · 0.06%
Panoramic, Inc. WI$3.1M · 0.62%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 391996506 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.