Plan Ledger DOL Form 5500 · updated monthly

Ctbc Bank Corp. (USA)401(k)

CTBC BANK CORP. (USA) 401(K) PROFIT SHARING PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Ctbc Bank Corp. (USA) reported $5,175 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,129 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 0.009% to 0.008%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,261st-largest of 9,483 plans among California employers on file, and the 1,241st of 4,798 in finance & insurance. In 2024, employees put in $2.85 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$74,842,849
Participants with balances577
Active participants378
Employer contributions$1,560,760
Employee contributions$4,441,311
Employer contribution per active participant$4,129
Average account balance$129,710
Benefits paid to participants$3,839,196
Plan auditUnmodified (clean) audit opinion
AuditorTHONG, YU, WONG & LEE, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$74.8M · 577 accts · $1.6M emplr
2023$62.3M · 591 accts · $1.6M emplr
2022$49.8M · 568 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,175
Total administrative$5,175
The Ctbc Bank Corp. (USA) 401(k) match · 2024
Employer contribution per active participant$4,129
Median for plans this size$3,635
2024$4,129 per active participant
2023$4,351 per active participant
2022$3,869 per active participant

Ctbc Bank Corp. (USA)'s 2024 employer contribution ran above the $3,635 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$5,175

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$5,175 · 0.01%
2023$5,800 · 0.01%
2022$4,825 · 0.01%
Similar plansFinance & Insurance · California
Allworth Financial, LP CA$76.7M · 0.12%
Aspiriant LLC CA$75.4M · 0.01%
Travis Credit Union CA$75.2M · 0.12%
Aviation Capital Group LLC CA$72.5M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521644565 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.