Plan Ledger DOL Form 5500 · updated monthly

Caduceus Healthcare, Inc.401(k)

CADUCEUS HEALTHCARE 401(K) PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
1.61%

Caduceus Healthcare, Inc. reported $44,063 in plan administrative expenses for 2024: 1.61% of average plan assets, higher than ~90% of peers. 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 1.23% to 1.61%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Georgia (1,844th of 2,160), and 1,786th of 2,534 in administrative & support services.

Plan summary
Net assets, end of year$2,819,432
Participants with balances103
Active participants80
Employer contributions—
Employee contributions$114,040
Employer contribution per active participant—
Average account balance$27,373
Benefits paid to participants$270,193
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.8M · 103 accts
2023$2.7M · 114 accts
2022$2.3M · 124 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,785
Investment management$11,278
Total administrative$44,063
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 · 20244
TRANSAMERICA FINANCIAL LIFE INSURAN · Recordkeeping · Loan processing$25,274
FUTUREPLAN BY ASCENSUS · Recordkeeping · Loan processing$1,200
MERRILL LYNCH LIFE AGENCY, INC. · Investment advisory (plan)$11,278

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

Recordkeeper by year2
2024Ascensus, Transamerica
2023Ascensus, Transamerica

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

Administrative cost history3
2024$44,063 · 1.61%
2023$34,042 · 1.36%
2022$31,561 · 1.23%
Similar plansAdministrative & Support Services · Georgia
Datamatx, Inc. GA$3.6M · 0.06%
Hodges Management Company GA$3.1M · 0.13%
Alln 1 Security Services GA$1.9M · 0.62%
Ask Staffing Inc GA$1.8M · 0.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 262585338 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.