Plan Ledger DOL Form 5500 · updated monthly

Csi IT, LLC401(k)

CONSULTING SOLUTIONS 401(K) PLAN · JACKSONVILLE, FL · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Csi IT, LLC reported $74,230 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $451 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 0.41% to 0.33%. 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 976th-largest of 3,644 plans among Florida employers on file, and the 4,885th of 11,654 in professional & technical services. In 2024, employees put in $10.14 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$24,121,093
Participants with balances458
Active participants877
Employer contributions$395,758
Employee contributions$4,013,943
Employer contribution per active participant$451
Average account balance$52,666
Benefits paid to participants$3,883,973
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$24.1M · 458 accts · $396K emplr
2023$20.5M · 447 accts · $478K emplr
2022$13.7M · 438 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,065
Investment management$54,165
Total administrative$74,230
The Csi IT, LLC 401(k) match · 2024
Employer contribution per active participant$451
Median for plans this size$2,416
2024$451 per active participant
2023$648 per active participant
2022$1,543 per active participant

Csi IT, LLC'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 · 20242
OSAIC WEALTH INC · Investment advisory (plan)$54,165
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$20,065

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$74,230 · 0.33%
2023$60,310 · 0.35%
2022$52,117 · 0.41%
Same employer
Similar plansProfessional & Technical Services · Florida
Eisman & Russo, Inc. FL$24.2M · 0.12%
Dolphin Entertainment Inc FL$24.1M · 0.42%
Centralreach, LLC FL$23.4M · 0.47%
Bitdefender Inc FL$23.4M · 0.40%
Farah & Farah, P.A. FL$22.4M · 0.07%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 812264132 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.