Plan Ledger DOL Form 5500 · updated monthly

Csl Berkshire Operating Company,401(k)

CSL BERKSHIRE OPERATING COMPANY, LLC 401(K) PLAN · NEWPORT, CA · plan year 2024

Reported admin expense ratio · 2024
0.60%

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

Csl Berkshire Operating Company, reported $31,732 in plan administrative expenses for 2024: 0.60% of average plan assets, above the peer median. Employer contributions averaged $684 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 0.16% to 0.60%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in California (6,667th of 9,483), and 1,415th of 2,096 in real estate & leasing. In 2024, employees put in $1.88 for every $1.00 the employer contributed; active participation has grown from 560 to 855 since 2022.

Plan summary
Net assets, end of year$5,990,096
Participants with balances339
Active participants855
Employer contributions$584,934
Employee contributions$1,101,497
Employer contribution per active participant$684
Average account balance$17,670
Benefits paid to participants$901,956
Plan auditUnmodified (clean) audit opinion
AuditorWITHUMSMITHBROWN PC
Plan history3
Yearassets · accounts · employer contribution
2024$6.0M · 339 accts · $585K emplr
2023$4.5M · 275 accts · $463K emplr
2022$2.8M · 257 accts · $236K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,732
Investment management$10,000
Total administrative$31,732
The Csl Berkshire Operating Company, 401(k) match · 2024
Employer contribution per active participant$684
Median for plans this size$1,313
2024$684 per active participant
2023$699 per active participant
2022$421 per active participant

Csl Berkshire Operating Company,'s 2024 employer contribution ran below the $1,313 median for plans its size. 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
ADP, INC. · Loan processing · Recordkeeping$21,731
WITHUMSMITHBROWN, PC · Recordkeeping · Pension consulting$10,000

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

Recordkeeper by year2
2024ADP, WITHUMSMITHBROWN, PC
2023ADP

This plan has changed recordkeepers within these filings. If you left Csl Berkshire Operating Company, before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$31,732 · 0.60%
2023$10,626 · 0.29%
2022$4,389 · 0.16%
Same employer
Similar plansReal Estate & Leasing · California
Wsh Management Inc CA$6.1M · 0.66%
Solari Enterprises Inc. CA$6.1M · 0.02%
Laaco, LTD. CA$5.9M · 0.43%
Martis Camp Club CA$5.7M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 813363591 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.