Plan Ledger DOL Form 5500 · updated monthly

Csl Azle 2016 LLC401(k)

CSL AZLE 2016 LLC 401K PLAN · AZLE, TX · plan year 2023

Reported admin expense ratio · 2023
10.57%

Csl Azle 2016 LLC reported $15,592 in plan administrative expenses for 2023: 10.57% 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 1 year on file its reported administrative ratio rose from 6.28% to 10.57%. The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (5,611th of 5,688), and 11,714th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$151,083
Participants with balances86
Active participants66
Employer contributions—
Employee contributions$55,248
Employer contribution per active participant—
Average account balance$1,757
Benefits paid to participants$57,323
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$151K · 86 accts
2022$144K · 125 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$15,592
Total administrative$15,592
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
FUTUREPLAN FIDUCIARY SERVICES, LLC · Recordkeeping · Loan processing$10,734
TRANSAMERICA FINANCIAL LIFE INSURAN · Recordkeeping · Loan processing$4,858

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

Administrative cost history2
2023$15,592 · 10.57%
2022$9,347 · 6.28%
Similar plansHealth Care & Social Assistance · Texas
Hamptons 2016 LLC TX$149K · 11.58%
24HOURNURSE LLC TX$124K · 0.72%
Csl Sachse 2017, LLC TX$122K · 16.27%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 814367917 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.