Plan Ledger DOL Form 5500 · updated monthly

Cti Foods Holding Co., LLC401(k)

CTI FOODS 401(K) PLAN AND TRUST · SOUTHLAKE, TX · plan year 2023

Reported admin expense ratio · 2023
0.28%

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

Cti Foods Holding Co., LLC reported $80,440 in plan administrative expenses for 2023: 0.28% of average plan assets, above the peer median. Employer contributions averaged $624 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 0.27% to 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,523rd-largest of 5,688 plans among Texas employers on file, and the 4,430th of 13,661 in manufacturing. In 2023, employees put in $2.58 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$30,546,866
Participants with balances906
Active participants1,433
Employer contributions$894,014
Employee contributions$2,309,935
Employer contribution per active participant$624
Average account balance$33,716
Benefits paid to participants$3,921,688
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$28.9M · 853 accts · $823K emplr
2023$30.5M · 906 accts · $894K emplr
2022$27.3M · 912 accts · $857K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$80,440
Total administrative$80,440
The Cti Foods Holding Co., LLC 401(k) match · 2023
Employer contribution per active participant$624
Median for plans this size$2,440
2024$707 per active participant
2023$624 per active participant
2022$585 per active participant

Cti Foods Holding Co., LLC's 2023 employer contribution ran below the $2,440 median for plans its size, in the bottom quarter of its peers. 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
JOHN HANCOCK RETIREMENT PLAN SERVIC · Recordkeeping · Loan processing$80,440

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$83,182 · 0.28%
2023$80,440 · 0.28%
2022$80,650 · 0.27%
Same employer
Similar plansManufacturing · Texas
Mogas Industries, Inc. TX$30.8M · 0.14%
Pabst Brewing Company TX$30.7M · 0.21%
Cloeren Incorporated TX$30.6M · 0.37%
Blackbeard Operating, LLC TX$29.4M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 141888320 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.