Plan Ledger DOL Form 5500 · updated monthly

Cse, Inc.401(k)

CSE, INC. PROFIT SHARING 401(K) PLAN · MADISON HEIGHTS, VA · plan year 2023

Reported admin expense ratio · 2023
0.93%

Cse, Inc. reported $96,136 in plan administrative expenses for 2023: 0.93% of average plan assets, higher than ~90% of peers. 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 has held roughly steady near 0.93%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Virginia (1,418th of 2,266), and 2,995th of 5,337 in construction.

Plan summary
Net assets, end of year$10,639,997
Participants with balances208
Active participants158
Employer contributions—
Employee contributions$771,079
Employer contribution per active participant—
Average account balance$51,154
Benefits paid to participants$1,414,827
Plan auditUnmodified (clean) audit opinion
AuditorFOTI, FLYNN, LOWEN AND CO.
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$10.6M · 208 accts
2022$10.0M · 214 accts
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
AMERICAN TRUST COMPANY · Contract administrator · Recordkeeping$59,122
FINANCIAL DESIGNS, INC · Investment advisory (plan)$37,014

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

Recordkeeper by year2
2024AMERICAN TRUST COMPANY
2023AMERICAN TRUST COMPANY

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Administrative cost history3
2024Not separately reported
2023$96,136 · 0.93%
2022$95,405 · 0.91%
Same employer
Similar plansConstruction · Virginia
Lee Hy Paving Corporation VA$11.1M · 0.01%
Williams Industries, Inc. VA$10.9M · 0.78%
Breeden Mechanical, Inc. VA$10.8M · 0.55%
Curtis Contracting, Inc. VA$10.3M · 0.48%
Lee Hy Construction LLC VA$10.2M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 540858951 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.