Plan Ledger DOL Form 5500 · updated monthly

Csi Aviation, Inc.401(k)

CSI AVIATION 401(K) PLAN · KILLEEN, TX · plan year 2024

Reported admin expense ratio · 2024
0.68%

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

Csi Aviation, Inc. reported $49,530 in plan administrative expenses for 2024: 0.68% of average plan assets, above the peer median. Employer contributions averaged $2,936 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 0.48% to 0.68%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Texas (3,278th of 5,688), and 737th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,641,514
Participants with balances261
Active participants278
Employer contributions$816,299
Employee contributions$1,180,358
Employer contribution per active participant$2,936
Average account balance$33,109
Benefits paid to participants$372,969
Plan auditUnmodified (clean) audit opinion
AuditorBACA & HOWARD, P.C.
Plan history2
Yearassets · accounts · employer contribution
2024$8.6M · 261 accts · $816K emplr
2022$4.4M · 82 accts · $228K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,412
Total administrative$49,530
The Csi Aviation, Inc. 401(k) match · 2024
Employer contribution per active participant$2,936
Median for plans this size$1,313
2024$2,936 per active participant
2022$1,917 per active participant

Csi Aviation, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$39,412
WELLS FARGO ADVISORS FIN NETWORK · Investment advisory (plan)indirect comp

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

Administrative cost history2
2024$49,530 · 0.68%
2022$19,644 · 0.48%
Similar plansArts, Entertainment & Recreation · Texas
Alley Theatre TX$9.2M · 0.01%
Iatse 127 TX$8.9M · 0.55%
Colonial Country Club TX$8.6M · 0.06%
Uslive Opco Inc TX$8.6M · 0.72%
Houston Grand Opera, Inc. TX$8.1M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 850278732 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.