Plan Ledger DOL Form 5500 · updated monthly

Cso Architects, Inc.401(k)

CSO ARCHITECTS, INC. 401K PLAN · INDIANAPOLIS, IN · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

Cso Architects, Inc. reported $72,117 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $2,126 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.

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 558th-largest of 1,562 plans among Indiana employers on file, and the 5,471st of 11,654 in professional & technical services. In 2024, employees put in $3.48 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,434,042
Participants with balances126
Active participants104
Employer contributions$221,120
Employee contributions$770,595
Employer contribution per active participant$2,126
Average account balance$162,175
Benefits paid to participants$1,289,643
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Investment management$72,117
Total administrative$72,117
The Cso Architects, Inc. 401(k) match · 2024
Employer contribution per active participant$2,126
Median for plans this size$2,416

Cso Architects, Inc.'s 2024 employer contribution ran below the $2,416 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
BENEFIT PLAN ADMIN SERVICES INC. · Recordkeeping · Custodial$42,971
NATIONAL BANK OF INDIANAPOLIS · Trustee$29,147

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

Administrative cost history1
2024$72,117 · 0.38%
Same employer
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Usi Consultants, Inc IN$21.8M · 0.01%
Kruggel, Lawton & Co., LLC IN$20.6M · 0.44%
Hannum, Wagle & Cline, Inc. IN$20.3M · 0.02%
Flexware Innovation, Inc. IN$19.7M · 0.46%
Guidesoft, Inc. IN$18.4M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351099003 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.