Plan Ledger DOL Form 5500 · updated monthly

Csl Sachse 2017, LLC401(k)

CSL SACHSE 2017, LLC 401(K) PLAN · SACHSE, TX · plan year 2023

Reported admin expense ratio · 2023
16.27%

Csl Sachse 2017, LLC reported $15,026 in plan administrative expenses for 2023: 16.27% 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.

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 (5,626th of 5,688), and 11,757th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$122,116
Participants with balances97
Active participants96
Employer contributions—
Employee contributions$76,578
Employer contribution per active participant—
Average account balance$1,259
Benefits paid to participants$22,755
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$15,026
Total administrative$15,026
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$10,718
TRANSAMERICA FINANCIAL LIFE INSURAN · Recordkeeping · Loan processing$4,308

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

Administrative cost history1
2023$15,026 · 16.27%
Similar plansHealth Care & Social Assistance · Texas
Csl Azle 2016 LLC TX$151K · 10.57%
Hamptons 2016 LLC TX$149K · 11.58%
24HOURNURSE LLC TX$124K · 0.72%

Why are you looking at this plan?

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Source: U.S. Department of Labor, Form 5500 series, EIN 822768687 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.