Plan Ledger DOL Form 5500 · updated monthly

Carriage Healthcare Companies, Inc.401(k)

CHC 401(K) PLAN · LAKEWOOD, CO · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Carriage Healthcare Companies, Inc. reported $30,652 in plan administrative expenses for 2024: 0.32% of average plan assets, below the peer median. Employer contributions averaged $181 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 0.41% to 0.32%. 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 Colorado (786th of 1,461), and the 5,648th of 11,911 in health care & social assistance. In 2024, employees put in $7.05 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,149,560
Participants with balances272
Active participants878
Employer contributions$158,656
Employee contributions$1,118,024
Employer contribution per active participant$181
Average account balance$37,315
Benefits paid to participants$1,298,950
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.1M · 272 accts · $159K emplr
2023$9.1M · 275 accts · $138K emplr
2022$7.7M · 279 accts · $121K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,652
Total administrative$30,652
The Carriage Healthcare Companies, Inc. 401(k) match · 2024
Employer contribution per active participant$181
Median for plans this size$1,313
2024$181 per active participant
2023$145 per active participant
2022$144 per active participant

Carriage Healthcare Companies, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$30,652
CURI RMB · Investment advisory (plan)$6,839
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

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$30,652 · 0.32%
2023$48,155 · 0.57%
2022$33,704 · 0.41%
Similar plansHealth Care & Social Assistance · Colorado
Every Child Pediatrics CO$11.5M · 0.73%
Colorado West Inc. CO$11.0M · 0.41%
Family Care Center, PLLC CO$10.4M · 0.83%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841593283 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.