Communications & Power Industries LLC 401(k) Review & Grade
Communications & Power Industries Retirement Plan
Plano, TXManufacturing824 active participantsPlan year 2024
Estimate from the plan's Form 5500 filing · How we grade
$3,587Employer $ per active participant
$8,284Employee $ saved per active participant
0.05%Direct admin cost, % of plan assets
$318.1MNet plan assets, end of year
$252,625Average balance per account
Score breakdown
- Employer generosity34.9 / 5070th percentile for employer $ per participant
- Low cost21.6 / 2586th percentile for low admin cost vs. same-size plans
- Employee saving12.3 / 1582th percentile for employee $ per participant
- Plan features3 / 10Default investment
- Red-flag deductions-3 pts1 issue reported on the filing
Total score69 / 100 · Grade B
This plan vs. peers
Peers: Manufacturing plans with 500–2,499 active participants (2,376 plans).
| Measure | Percentile |
|---|---|
| Employer $ per participant | 70th |
| Lower admin cost | 86th |
| Employee saving | 82th |
| Peers that auto-enroll | 59% |
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Red flags from the filing
Corrective distributions: the plan refunded $2,102 in contributions, which usually means it failed annual nondiscrimination testing.
What to do if you're in this plan
- Communications & Power Industries put in about $3,587 per active participant, more than the typical peer ($2,320). Contribute at least enough to collect the full match. Skipping it leaves part of your pay on the table.
- The filing shows total dollars, not the match formula. Ask HR for the Summary Plan Description so you know the exact match and vesting schedule.
- Fund expense ratios aren't in the filing. Look them up in your 404(a)(5) fee disclosure and favor low-cost index or target-date funds.
- Changing jobs? You can usually leave the money in the plan, move it to your new employer's plan, or roll it into an IRA. Don't cash out: you'd owe taxes and possibly a 10% penalty.
The raw numbers from the filing
| Employer contributions | $2,953,494 |
| Participant (employee) contributions | $6,821,747 |
| Other contributions (incl. rollovers in) | $3,401,478 |
| Administrative expenses paid from the plan | $175,468 |
| Contract administrator fees | $300 |
| Investment advisory & management fees | $92,058 |
| Other admin expenses | $44,240 |
| Benefits paid out | $78,138,812 |
| Net assets, start / end of year | $339.9M / $318.1M |
| Active participants, start / end of year | 898 / 749 |
| Participants with account balances | 1,259 |
| Auto-enrollment (feature code 2S) | Not reported |
| Auditor | Baker Tilly US, LLP |
Largest service providers (Schedule C)
| Strategic Advisors, Inc. | $92,058 reported compensation |
| Fidelity Investments Institutional | $40,205 reported compensation |
| Moss Adams | $19,405 reported compensation |
Source: DOL EFAST2 Form 5500 filing, acknowledgment ID 20260424144418NAL0003232515001, received 2026-04-24, EIN 77-0405693, plan #001, plan year 2024-10-01 to 2025-09-30. Verify at efast.dol.gov.