Plan Ledger DOL Form 5500 · updated monthly

Carecentrix, Inc.401(k)

CARECENTRIX, INC. RETIREMENT SAVINGS PLAN · HARTFORD, CT · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Carecentrix, Inc. reported $87,851 in plan administrative expenses for 2024: 0.08% of average plan assets, below the peer median. Employer contributions averaged $1,600 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 3 years on file its reported administrative ratio has held roughly steady near 0.08%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 179th-largest of 1,106 plans among Connecticut employers on file, and the 1,012th of 11,911 in health care & social assistance. In 2024, employees put in $3.64 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$112,174,076
Participants with balances2,252
Active participants1,732
Employer contributions$2,770,980
Employee contributions$10,082,499
Employer contribution per active participant$1,600
Average account balance$49,811
Benefits paid to participants$14,298,947
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$112.2M · 2,252 accts · $2.8M emplr
2023$98.0M · 2,375 accts · $3.0M emplr
2022$77.1M · 2,425 accts · $2.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$87,851
Total administrative$87,851
The Carecentrix, Inc. 401(k) match · 2024
Employer contribution per active participant$1,600
Median for plans this size$3,635
2024$1,600 per active participant
2023$1,561 per active participant
2022$1,391 per active participant

Carecentrix, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$87,851

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

Administrative cost history3
2024$87,851 · 0.08%
2023$86,457 · 0.10%
2022$72,592 · 0.09%
Same employer
Similar plansHealth Care & Social Assistance · Connecticut
Hospital for Special Care CT$118.3M · 0.12%
Apple Health Care, Inc. CT$86.4M · 0.15%
Griffin Hospital CT$85.5M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 113454103 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.