Plan Ledger DOL Form 5500 · updated monthly

Cvr Management, LLC401(k)

CVR MANAGEMENT, LLC 401(K) PLAN · GREENBELT, MD · plan year 2024

Reported admin expense ratio · 2024
0.20%

Cvr Management, LLC reported $34,810 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. 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 0.199%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 653rd-largest of 1,671 plans among Maryland employers on file, and the 3,737th of 11,911 in health care & social assistance. active participation has grown from 680 to 782 since 2022.

Plan summary
Net assets, end of year$19,666,884
Participants with balances759
Active participants782
Employer contributions—
Employee contributions$3,499,860
Employer contribution per active participant—
Average account balance$25,912
Benefits paid to participants$1,902,307
Plan auditUnmodified (clean) audit opinion
AuditorSMITH ELLIOTT KEARNS & COMPANY, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$19.7M · 759 accts
2023$15.4M · 936 accts
2022$10.0M · 822 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,575
Investment management$5,985
Total administrative$34,810
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
VOYA RETIREMENT INSURANCE & ANNUITY · Investment advisory (participants)$29,438
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$4,774
CBIZ INVESTMENT ADVISORY SERVICESindirect comp

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$34,810 · 0.20%
2023$13,561 · 0.11%
2022$20,599 · 0.20%
Same employer
Similar plansHealth Care & Social Assistance · Maryland
Nexion Health, Inc. MD$21.4M · 0.90%
American Kidney Fund, Inc. MD$20.1M · 0.00%
Essential Brands, Inc. MD$19.5M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 453642820 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.