Plan Ledger DOL Form 5500 · updated monthly

Chg Senior Living, LLC401(k)

CHG SENIOR LIVING, LLC 401(K) PLAN · DALLAS, TX · plan year 2022

Reported admin expense ratio · 2022
0.94%

Chg Senior Living, LLC reported $7,933 in plan administrative expenses for 2022: 0.94% of average plan assets, above 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (5,332nd of 5,688), and 11,070th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$807,952
Participants with balances704
Active participants292
Employer contributions—
Employee contributions$158,088
Employer contribution per active participant—
Average account balance$1,148
Benefits paid to participants$87,660
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$808K · 704 accts
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$4,740
Investment management$153
Professional / advisory$3,040
Total administrative$7,933
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$7,933 · 0.94%
Similar plansHealth Care & Social Assistance · Texas
Vita-Living, Inc. TX$808K · 0.44%
S.P.J.S.T. Rest Home TX$727K · 1.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 320453870 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.