Plan Ledger DOL Form 5500 · updated monthly

Capital Healthcare Mso, Inc.401(k)

CAPITAL HEALTHCARE MSO, INC. 401(K) PLAN · ALEXANDRIA, VA · plan year 2024

Reported admin expense ratio · 2024
3.07%

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

Capital Healthcare Mso, Inc. reported $50,040 in plan administrative expenses for 2024: 3.07% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,625 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 1 year on file its reported administrative ratio rose from 2.47% to 3.07%. 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 Virginia (2,084th of 2,266), and 10,049th of 11,911 in health care & social assistance. In 2024, employees put in $2.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,003,083
Participants with balances334
Active participants188
Employer contributions$305,414
Employee contributions$668,767
Employer contribution per active participant$1,625
Average account balance$5,997
Benefits paid to participants$405,548
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$2.0M · 334 accts · $305K emplr
2023$1.3M · 279 accts · $314K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$50,040
Total administrative$50,040
The Capital Healthcare Mso, Inc. 401(k) match · 2024
Employer contribution per active participant$1,625
Median for plans this size$1,313
2024$1,625 per active participant
2023$1,918 per active participant

Capital Healthcare Mso, 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 · 20242
ADMIN. GROUP, LLC DBA TAG RESOURCES · Recordkeeping · Loan processing$29,901
TRANSAMERICA FIN. LIFE INSURANCE CO · Recordkeeping · Loan processing$20,139

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

Recordkeeper by year2
2024ADMIN. GROUP, LLC DBA TAG RESOURCES, Transamerica
2023ADMIN. GROUP, LLC DBA TAG RESOURCES, Transamerica

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

Administrative cost history2
2024$50,040 · 3.07%
2023$17,668 · 2.47%
Same employer
Similar plansHealth Care & Social Assistance · Virginia
Martha Jefferson House VA$2.2M · 0.54%
Sweet Virginia Care, LLC VA$2.1M · 0.60%
Velocity Urgent Care, LLC VA$2.0M · 0.67%
Jackson-Feild Homes, Inc. VA$2.0M · 0.01%
Shelter House, Inc. VA$1.9M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 873655761 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.