Plan Ledger DOL Form 5500 · updated monthly

Csa Architects & Engineers, LLP401(k)

CSA GROUP RETIREMENT SAVINGS PLAN · SAN JUAN, PR · plan year 2024

Reported admin expense ratio · 2024
0.53%

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

Csa Architects & Engineers, LLP reported $83,543 in plan administrative expenses for 2024: 0.53% of average plan assets, higher than ~75% of peers. Employer contributions averaged $506 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 0.71% to 0.53%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 80th-largest of 323 plans among PR employers on file, and 6,162nd of 11,654 in professional & technical services. In 2024, employees put in $6.12 for every $1.00 the employer contributed; active participation has grown from 229 to 366 since 2022.

Plan summary
Net assets, end of year$16,899,263
Participants with balances328
Active participants366
Employer contributions$185,070
Employee contributions$1,132,576
Employer contribution per active participant$506
Average account balance$51,522
Benefits paid to participants$1,089,176
Plan auditUnmodified (clean) audit opinion
AuditorRODRIGUEZ - SANABRIA & CO., CPA PSC
Plan history3
Yearassets · accounts · employer contribution
2024$16.9M · 328 accts · $185K emplr
2023$14.7M · 255 accts · $87K emplr
2022$12.2M · 208 accts · $37K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$83,543
Total administrative$83,543
The Csa Architects & Engineers, LLP 401(k) match · 2024
Employer contribution per active participant$506
Median for plans this size$2,416
2024$506 per active participant
2023$289 per active participant
2022$163 per active participant

Csa Architects & Engineers, LLP's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
LPL FINANCIAL · Investment advisory (plan)$23,213
PENSION SERVICES, INC. · Contract administrator$12,733

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$83,543 · 0.53%
2023$62,043 · 0.46%
2022$93,809 · 0.71%
Same employer
Similar plansProfessional & Technical Services · PR
Para la Naturaleza Inc. PR$18.7M · 0.01%
Aes Puerto Rico, LP PR$18.2M · 0.13%
Csa Central, Inc. PR$17.9M · 0.47%
Gea Caribbean Export, LLC PR$17.4M · 0.41%
Dorado Health, Inc. PR$15.2M · 0.64%
Kevane Grant Thornton, LLP PR$14.6M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 660378904 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.