Plan Ledger DOL Form 5500 · updated monthly

Butler County Community Health Consortium, Inc.401(k)

BUTLER COUNTY COMMUNITY HEALTH CONSORTIUM, INC. 401(K) PLAN · HAMILTON, OH · plan year 2024

Reported admin expense ratio · 2024
0.69%

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

Butler County Community Health Consortium, Inc. reported $53,473 in plan administrative expenses for 2024: 0.69% of average plan assets, above the peer median. Employer contributions averaged $2,859 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 0.64% to 0.69%. 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 Ohio (2,148th of 3,295), and 6,245th of 11,911 in health care & social assistance. In 2024, employees put in $1.03 for every $1.00 the employer contributed; active participation has grown from 189 to 290 since 2022.

Plan summary
Net assets, end of year$8,488,063
Participants with balances356
Active participants290
Employer contributions$829,237
Employee contributions$851,554
Employer contribution per active participant$2,859
Average account balance$23,843
Benefits paid to participants$1,221,091
Plan auditUnmodified (clean) audit opinion
AuditorBARNES DENNIG AND CO, LTD
Plan history3
Yearassets · accounts · employer contribution
2024$8.5M · 356 accts · $829K emplr
2023$7.1M · 338 accts · $548K emplr
2022$5.8M · 250 accts · $400K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,487
Investment management$19,027
Trustee / custodial$2,896
Total administrative$53,473
The Butler County Community Health Consortium, Inc. 401(k) match · 2024
Employer contribution per active participant$2,859
Median for plans this size$1,313
2024$2,859 per active participant
2023$2,030 per active participant
2022$2,119 per active participant

Butler County Community Health Consortium, Inc.'s 2024 employer contribution ran above the $1,313 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
PENSION CORPORATION OF AMERICA · Contract administrator · Recordkeeping$31,549
PCA INVESTMENT ADVISORY SERVICES · Investment advisory (plan)$19,027
MATRIX TRUST COMPANY LLC · Other services$2,896

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

Recordkeeper by year2
2024PENSION CORPORATION OF AMERICA
2023PENSION CORPORATION OF AMERICA

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$53,473 · 0.69%
2023$44,380 · 0.69%
2022$39,148 · 0.64%
Same employer
Similar plansHealth Care & Social Assistance · Ohio
Maryhaven Inc. OH$8.9M · 0.89%
The McGregor Foundation OH$8.2M · 0.88%
Community Action Wayne OH$8.2M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311694200 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.