Plan Ledger DOL Form 5500 · updated monthly

Customized Energy Solutions, LTD.401(k)

CUSTOMIZED ENERGY SOLUTIONS, LTD 401K PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Customized Energy Solutions, LTD. reported $96,926 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $8,127 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 3 years on file its reported administrative ratio has held roughly steady near 0.256%. 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 947th-largest of 3,651 plans among Pennsylvania employers on file, and the 3,265th of 11,654 in professional & technical services. In 2024, employees put in $1.50 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$40,589,703
Participants with balances216
Active participants162
Employer contributions$1,316,615
Employee contributions$1,979,365
Employer contribution per active participant$8,127
Average account balance$187,915
Benefits paid to participants$2,663,627
Plan auditUnmodified (clean) audit opinion
AuditorDGPERRY PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$40.6M · 216 accts · $1.3M emplr
2023$35.0M · 211 accts · $1.2M emplr
2022$29.5M · 200 accts · $888K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,642
Investment management$74,837
Trustee / custodial$12,447
Total administrative$96,926
The Customized Energy Solutions, LTD. 401(k) match · 2024
Employer contribution per active participant$8,127
Median for plans this size$2,416
2024$8,127 per active participant
2023$7,521 per active participant
2022$5,515 per active participant

Customized Energy Solutions, LTD.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
AMERITAS LIFE INSURANCE CORP · Claims processing · Contract administrator$9,641
INVST · Investment advisory (participants) · Investment advisory (plan)$74,837
CHARLES SCHWAB BANK · Custodial (securities) · Loan processing$12,447

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

Recordkeeper by year2
2024Ameritas
2023Ameritas

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Administrative cost history3
2024$96,926 · 0.26%
2023$82,346 · 0.26%
2022$81,559 · 0.26%
Same employer
Similar plansProfessional & Technical Services · Pennsylvania
Jm Search & Company, Inc. PA$40.7M · 0.20%
Magna Legal Services, LLC PA$40.5M · 0.38%
Verinext Corp. PA$39.8M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251811123 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.