Plan Ledger DOL Form 5500 · updated monthly

Child Health Systems, Inc.401(k)

CHILD HEALTH SYSTEMS INC 401(K) PROFIT SHARING PLAN & TRUST · TAMPA, FL · plan year 2023

Reported admin expense ratio · 2023
1.05%

Child Health Systems, Inc. reported $48,541 in plan administrative expenses for 2023: 1.05% of average plan assets, higher than ~75% of peers. 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 has held roughly steady near 1.05%. 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 Florida (2,488th of 3,644), and 7,899th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$5,018,004
Participants with balances92
Active participants169
Employer contributions—
Employee contributions$290,950
Employer contribution per active participant—
Average account balance$54,544
Benefits paid to participants$111,972
Plan auditUnmodified (clean) audit opinion
AuditorWARRENN AVERETT, LLC
Plan history2
Yearassets · accounts · employer contribution
2023$5.0M · 92 accts
2022$4.2M · 100 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$30,305
Investment management$18,236
Total administrative$48,541
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
KB PENSION SERVICES, INC. · Recordkeeping$6,094
JOHN HANCOCK USA · Recordkeeping · Investment management$1,052
UBS FINANCIAL SERVICES, INC. · Investment advisory (participants)$18,236

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$48,541 · 1.05%
2022$46,329 · 1.02%
Similar plansHealth Care & Social Assistance · Florida
Pines of Sarasota FL$5.2M · 0.76%
Tomoka Eye Associates PA FL$4.9M · 0.76%
Chapman Partnership FL$4.8M · 0.41%
The Lord's Place, Inc. FL$4.7M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043149421 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.