Plan Ledger DOL Form 5500 · updated monthly

Csat Solutions LP401(k)

CSAT SOLUTIONS LP 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.76%

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

Csat Solutions LP reported $111,117 in plan administrative expenses for 2024: 0.76% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,164 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 rose from 0.54% to 0.76%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 2,390th-largest of 5,688 plans among Texas employers on file, and the 1,276th of 3,341 in other services. In 2024, employees put in $1.40 for every $1.00 the employer contributed; active participation has grown from 192 to 268 since 2022.

Plan summary
Net assets, end of year$15,359,560
Participants with balances395
Active participants268
Employer contributions$847,926
Employee contributions$1,189,006
Employer contribution per active participant$3,164
Average account balance$38,885
Benefits paid to participants$2,038,885
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$15.4M · 395 accts · $848K emplr
2023$13.7M · 385 accts · $714K emplr
2022$10.8M · 278 accts · $532K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$67,442
Investment management$27,840
Total administrative$111,117
The Csat Solutions LP 401(k) match · 2024
Employer contribution per active participant$3,164
Median for plans this size$2,416
2024$3,164 per active participant
2023$2,550 per active participant
2022$2,772 per active participant

Csat Solutions LP's 2024 employer contribution ran above 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 · 20244
CALIFORNIA RETIREMENT PLANS · Contract administrator$42,767
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$24,920
EMPOWER ADVISORY GROUP, LLC · Investment management$8,122

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$111,117 · 0.76%
2023$100,470 · 0.82%
2022$58,778 · 0.54%
Same employer
Similar plansOther Services · Texas
USA Debusk LLC TX$16.7M · 0.24%
Phoenix Management, Inc. TX$14.7M · 1.44%
Kosse Partners I, LLC TX$14.3M · 0.65%

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Source: U.S. Department of Labor, Form 5500 series, EIN 134189492 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.