Plan Ledger DOL Form 5500 · updated monthly

Child & Family Resources, Inc.401(k)

CHILD & FAMILY RESOURCES, INC. RETIREMENT PLAN · TUCSON, AZ · plan year 2023

Reported admin expense ratio · 2023
0.03%

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

Child & Family Resources, Inc. reported $1,210 in plan administrative expenses for 2023: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $786 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 0.20% to 0.65%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Arizona (833rd of 1,285), and 7,903rd of 11,911 in health care & social assistance. In 2023, employees put in $1.86 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,004,506
Participants with balances497
Active participants268
Employer contributions$210,534
Employee contributions$392,308
Employer contribution per active participant$786
Average account balance$10,069
Benefits paid to participants$363,990
Plan auditUnmodified (clean) audit opinion
AuditorREGIER CARR & MONROE LLP CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$4.9M · 339 accts · $271K emplr
2023$5.0M · 497 accts · $211K emplr
2022$4.2M · 526 accts · $123K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$1,210
Total administrative$1,210
The Child & Family Resources, Inc. 401(k) match · 2023
Employer contribution per active participant$786
Median for plans this size$1,308
2024$966 per active participant
2023$786 per active participant
2022$443 per active participant

Child & Family Resources, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$4,340

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$31,985 · 0.65%
2023$1,210 · 0.03%
2022$7,826 · 0.20%
Same employer
Similar plansHealth Care & Social Assistance · Arizona

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Source: U.S. Department of Labor, Form 5500 series, EIN 860251984 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.