Plan Ledger DOL Form 5500 · updated monthly

Childrens Clinics for Rehabilitative Services401(k)

CHILDREN'S CLINICS FOR REHABILITATIVE SERVICES 401(K) PLAN · TUCSON, AZ · plan year 2024

Reported admin expense ratio · 2024
0.60%

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

Childrens Clinics for Rehabilitative Services reported $49,545 in plan administrative expenses for 2024: 0.60% of average plan assets, above the peer median. Employer contributions averaged $2,207 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 0.52% to 0.60%. 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 the 636th-largest of 1,285 plans among Arizona employers on file, and 6,173rd of 11,911 in health care & social assistance. In 2024, employees put in $2.16 for every $1.00 the employer contributed; active participation has grown from 103 to 123 since 2022.

Plan summary
Net assets, end of year$8,681,940
Participants with balances140
Active participants123
Employer contributions$271,510
Employee contributions$587,298
Employer contribution per active participant$2,207
Average account balance$62,014
Benefits paid to participants$1,243,801
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.7M · 140 accts · $272K emplr
2023$7.9M · 167 accts · $247K emplr
2022$6.5M · 146 accts · $233K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$48,447
Investment management$548
Total administrative$49,545
The Childrens Clinics for Rehabilitative Services 401(k) match · 2024
Employer contribution per active participant$2,207
Median for plans this size$1,313
2024$2,207 per active participant
2023$2,060 per active participant
2022$2,258 per active participant

Childrens Clinics for Rehabilitative Services's 2024 employer contribution ran above 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 · 20244
CBIZ INVESTMENT ADVISORY SERVICES L · Investment advisory (participants) · Investment advisory (plan)indirect comp
GLOBAL RETIREMENT PARTNERS LLCindirect comp
CBIZ BENEFITS & INSURANCE SERVICES · Other servicesindirect comp

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$49,545 · 0.60%
2023$65,258 · 0.90%
2022$36,166 · 0.52%
Same employer
Similar plansHealth Care & Social Assistance · Arizona
The Guidance Center, Inc. AZ$9.0M · 0.60%
Momdoc, LLC AZ$8.1M · 1.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860667510 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.