Plan Ledger DOL Form 5500 · updated monthly

Capitol City Family Health Center Inc401(k)

401 (K) PROFIT SHARING PLAN FOR EMPLOYEES OF CARESOUTH · BATON ROUGE, LA · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Capitol City Family Health Center Inc reported $1,617 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,598 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 fell from 0.08% to 0.04%. 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 Louisiana (609th of 884), and 8,032nd of 11,911 in health care & social assistance. In 2024, employees put in $1.60 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,768,494
Participants with balances190
Active participants183
Employer contributions$292,443
Employee contributions$467,003
Employer contribution per active participant$1,598
Average account balance$25,097
Benefits paid to participants$197,371
Plan auditUnmodified (clean) audit opinion
AuditorBROWN, EWING & CO P.A.
Plan history3
Yearassets · accounts · employer contribution
2024$4.8M · 190 accts · $292K emplr
2023$3.7M · 186 accts · $268K emplr
2022$2.4M · 179 accts · $350K emplr
The Capitol City Family Health Center Inc 401(k) match · 2024
Employer contribution per active participant$1,598
Median for plans this size$1,313
2024$1,598 per active participant
2023$1,456 per active participant
2022$2,060 per active participant

Capitol City Family Health 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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$2,239

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history3
2024$1,617 · 0.04%
2023$1,037 · 0.03%
2022$1,822 · 0.08%
Same employer
Similar plansHealth Care & Social Assistance · Louisiana
River Healthcare, Inc. LA$5.0M · 0.80%
Moreau Physical Therapy LA$4.9M · 1.37%
Union General Hospital LA$4.3M · 0.33%
Broadway Services Inc. LA$4.2M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 721395500 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.