Plan Ledger DOL Form 5500 · updated monthly

Cuningham Group Architecture, Inc.401(k)

CUNINGHAM GROUP ARCHITECTURE, INC. RETIREMENT SAVINGS PLAN · MINNEAPOLIS, MN · plan year 2023

Reported admin expense ratio · 2023
0.26%

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

Cuningham Group Architecture, Inc. reported $105,835 in plan administrative expenses for 2023: 0.26% of average plan assets, below the peer median. Employer contributions averaged $2,895 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 0.26% to 0.34%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 537th-largest of 1,918 plans among Minnesota employers on file, and the 3,023rd of 11,654 in professional & technical services. In 2023, employees put in $3.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$44,599,912
Participants with balances439
Active participants281
Employer contributions$813,546
Employee contributions$3,003,399
Employer contribution per active participant$2,895
Average account balance$101,594
Benefits paid to participants$4,030,280
Plan auditUnmodified (clean) audit opinion
AuditorCARPENTER EVERT AND ASSOCIATES, LTD
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$43.2M · $834K emplr
2023$44.6M · 439 accts · $814K emplr
2022$37.5M · 403 accts · $361K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$35,359
Investment management$70,476
Total administrative$105,835
The Cuningham Group Architecture, Inc. 401(k) match · 2023
Employer contribution per active participant$2,895
Median for plans this size$2,440
2024$3,593 per active participant
2023$2,895 per active participant
2022$1,330 per active participant

Cuningham Group Architecture, Inc.'s 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
KDV WEALTH MANAGEMENT, LLC · Investment advisory (plan)$54,226
CREATIVE PLANNING HOLDCO LLC DBA CR · Investment advisory (plan)$16,250

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

Administrative cost history4
2025Not separately reported
2024$150,099 · 0.34%
2023$105,835 · 0.26%
2022$110,945 · 0.26%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 411456525 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.