Case Management, Inc.401(k)
CASE MANAGEMENT, INC. RETIREMENT PLAN · MEMPHIS, TN · plan year 2023
Case Management, Inc. reported $2,960 in plan administrative expenses for 2023: 0.58% of average plan assets, below the peer median. 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 fell from 0.71% to 0.58%. The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Tennessee (1,450th of 1,496), and 11,318th of 11,911 in health care & social assistance.
Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 621434530 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.