Plan Ledger DOL Form 5500 · updated monthly

Chicago Family Health Center, Inc.401(k)

CHICAGO FAMILY HEALTH CENTER, INC. EMPLOYEES SAVINGS TRUST · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Chicago Family Health Center, Inc. reported $30,117 in plan administrative expenses for 2024: 0.31% of average plan assets, below the peer median. Employer contributions averaged $2,707 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 0.18% to 0.31%. 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 Illinois (2,365th of 3,702), and the 5,615th of 11,911 in health care & social assistance. In 2024, employees put in $1.88 for every $1.00 the employer contributed; active participation has shrunk from 103 to 90 since 2022.

Plan summary
Net assets, end of year$10,295,652
Participants with balances127
Active participants90
Employer contributions$243,628
Employee contributions$458,934
Employer contribution per active participant$2,707
Average account balance$81,068
Benefits paid to participants$783,843
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.3M · 127 accts · $244K emplr
2023$9.2M · 121 accts · $244K emplr
2022$8.5M · 128 accts · $255K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,515
Investment management$16,602
Total administrative$30,117
The Chicago Family Health Center, Inc. 401(k) match · 2024
Employer contribution per active participant$2,707
Median for plans this size$1,313
2024$2,707 per active participant
2023$2,601 per active participant
2022$2,477 per active participant

Chicago Family Health Center, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 · 20242
CPI QUALIFIED PLAN CONSULTANTS, INC · Recordkeeping · Pension consulting$13,515
OPPENHEIMER & CO., INC. · Investment advisory (plan)$16,602

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

Recordkeeper by year2
2024CPI QUALIFIED PLAN CONSULTANTS, INC
2023CPI QUALIFIED PLAN CONSULTANTS, INC

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$30,117 · 0.31%
2023$15,033 · 0.17%
2022$13,999 · 0.18%
All plans at this employer2
CHICAGO FAMILY HEALTH CENTER, INC. EMPLOYEES SAVINGS TRUST401(k)
CHICAGO FAMILY HEALTH CENTER, INC. UNION EMPLOYEES SAVINGS TRUST401(k)
Same employer
Similar plansHealth Care & Social Assistance · Illinois
Doctors Data Inc. IL$9.8M · 0.06%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 362893854 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.