Plan Ledger DOL Form 5500 · updated monthly

Case Management, Inc.401(k)

CASE MANAGEMENT, INC. RETIREMENT PLAN · MEMPHIS, TN · plan year 2023

Reported admin expense ratio · 2023
0.58%

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.

Plan summary
Net assets, end of year$531,588
Participants with balances96
Active participants80
Employer contributions—
Employee contributions$61,162
Employer contribution per active participant—
Average account balance$5,537
Benefits paid to participants$73,529
Plan auditUnmodified (clean) audit opinion
AuditorCULVER, PLLC
Plan history2
Yearassets · accounts · employer contribution
2023$532K · 96 accts
2022$488K · 105 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$700
Investment management$2,260
Total administrative$2,960
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
UNITED OF OMAHA · Recordkeeping$700
STADION MONEY MANAGEMENT · Investment advisory (participants)$2,260
MUTUAL OF OMAHA · Other servicesindirect comp

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

Administrative cost history2
2023$2,960 · 0.58%
2022$3,789 · 0.71%
Similar plansHealth Care & Social Assistance · Tennessee
Prospect Inc. TN$767K · 1.69%
Mshn Enterprises, LLC TN$660K · 1.70%
Php of Fern Park, LLC TN$430K · 1.35%
Copilotiq Medical P.A. TN$393K · 1.13%

Why are you looking at this plan?

Compare

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.