Plan Ledger DOL Form 5500 · updated monthly

Cse Insurance Services, Inc401(k)

CSE INSURANCE SERVICES 401(K) PLAN · BEAVERTON, OR · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Cse Insurance Services, Inc reported $57,440 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $8,204 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 1 year on file its reported administrative ratio rose from 0.20% to 0.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 331st-largest of 1,021 plans among Oregon employers on file, and 2,771st of 4,798 in finance & insurance. In 2024, employees put in $2.54 for every $1.00 the employer contributed; active participation has shrunk from 83 to 47 since 2023.

Plan summary
Net assets, end of year$23,842,239
Participants with balances157
Active participants47
Employer contributions$385,572
Employee contributions$977,489
Employer contribution per active participant$8,204
Average account balance$151,861
Benefits paid to participants$2,028,899
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2025$0 · 3 accts · $219K emplr
2024$23.8M · 157 accts · $386K emplr
2023$21.6M · 192 accts · $488K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,752
Investment management$22,688
Total administrative$57,440
The Cse Insurance Services, Inc 401(k) match · 2024
Employer contribution per active participant$8,204
Median for plans this size$2,416
2025$72,869 per active participant
2024$8,204 per active participant
2023$5,877 per active participant

Cse Insurance Services, Inc's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20244
EMPOWER ADVISORY GROUP, LLC · Investment management$12,688
BERLA INVESTMENT CONSULTING · Investment advisory (plan)$10,000

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

Administrative cost history3
2025Not separately reported
2024$57,440 · 0.25%
2023$42,618 · 0.20%
Same employer
Similar plansFinance & Insurance · Oregon
Citizens Bank OR$28.3M · 0.29%
Genesis Financial Solutions OR$26.6M · 0.40%
Precoa, LLC OR$25.3M · 0.01%
Vesta Corporation OR$24.5M · 0.20%
Mortgage Express, LLC OR$20.5M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943231596 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.