Plan Ledger DOL Form 5500 · updated monthly

Aaron E. Henry Community Health Services Center, Inc.401(k)

AEH 403(B)PLAN · CLARKSDALE, MS · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Aaron E. Henry Community Health Services Center, Inc. reported $11,759 in plan administrative expenses for 2024: 0.43% of average plan assets, below the peer median. Employer contributions averaged $1,346 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Mississippi (290th of 367), and 9,373rd of 11,911 in health care & social assistance. In 2024, employees put in $1.46 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,841,585
Participants with balances106
Active participants156
Employer contributions$209,932
Employee contributions$306,604
Employer contribution per active participant$1,346
Average account balance$26,807
Benefits paid to participants$544,320
Plan auditUnmodified (clean) audit opinion
AuditorBROWN, EWING & CO., P.A.
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,220
Investment management$5,539
Total administrative$11,759
The Aaron E. Henry Community Health Services Center, Inc. 401(k) match · 2024
Employer contribution per active participant$1,346
Median for plans this size$1,313

Aaron E. Henry Community Health Services Center, Inc.'s 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
BARNES PETTEY FINANCIAL ADVISORS LL · Investment advisory (plan)$5,539
HUB INTERNATIONAL MIDWEST LTD DBA H · Contract administrator$4,837
CAPITAL GROUP RETIREMENT PLAN SERVI$1,383

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

Administrative cost history1
2024$11,759 · 0.43%
Similar plansHealth Care & Social Assistance · Mississippi
Magee General Hospital MS$3.7M · 0.75%
Sentrycare, Inc. MS$2.7M · 0.56%
Daniel Health Care, Inc. MS$2.6M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 640624495 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.