Plan Ledger DOL Form 5500 · updated monthly

Ccri, Inc.401(k)

CCRI 401(K) RETIREMENT PLAN · MOORHEAD, MN · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Ccri, Inc. reported $39,565 in plan administrative expenses for 2024: 0.40% of average plan assets, below the peer median. Employer contributions averaged $908 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 rose from 0.03% to 0.40%. 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 Minnesota (1,263rd of 1,918), and the 5,485th of 11,911 in health care & social assistance. In 2024, employees put in $1.48 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,772,971
Participants with balances207
Active participants364
Employer contributions$330,406
Employee contributions$490,421
Employer contribution per active participant$908
Average account balance$52,043
Benefits paid to participants$422,671
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.8M · 207 accts · $330K emplr
2023$9.0M · 222 accts · $310K emplr
2022$7.8M · 193 accts · $296K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,900
Trustee / custodial$24,665
Total administrative$39,565
The Ccri, Inc. 401(k) match · 2024
Employer contribution per active participant$908
Median for plans this size$1,313
2024$908 per active participant
2023$892 per active participant
2022$843 per active participant

Ccri, Inc.'s 2024 employer contribution ran below 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 · 20242
BREMER BANK NATIONAL ASSOCIATION · Trustee (directed)$24,665

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$39,565 · 0.40%
2023$33,948 · 0.40%
2022$2,829 · 0.03%
Same employer
Similar plansHealth Care & Social Assistance · Minnesota
Good Shepherd Lutheran Home MN$10.9M · 0.52%
Human Development Center MN$10.8M · 0.07%
Alight MN$10.8M · 0.20%
United Skin Specialists LLC MN$10.2M · 0.83%

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Source: U.S. Department of Labor, Form 5500 series, EIN 411294489 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.