Plan Ledger DOL Form 5500 · updated monthly

Chn Housing Partners401(k)

CHN HOUSING PARTNERS 401(K) PROFIT SHARING PLAN & TRUST · CLEVELAND, OH · plan year 2024

Reported admin expense ratio · 2024
0.57%

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

Chn Housing Partners reported $50,617 in plan administrative expenses for 2024: 0.57% of average plan assets, above the peer median. Employer contributions averaged $2,103 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 0.38% to 0.57%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Ohio (2,028th of 3,295), and 1,137th of 2,096 in real estate & leasing. In 2024, employees put in $1.76 for every $1.00 the employer contributed; active participation has grown from 167 to 205 since 2022.

Plan summary
Net assets, end of year$9,561,301
Participants with balances244
Active participants205
Employer contributions$431,172
Employee contributions$757,167
Employer contribution per active participant$2,103
Average account balance$39,186
Benefits paid to participants$674,238
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.6M · 244 accts · $431K emplr
2023$8.1M · 210 accts · $365K emplr
2022$6.8M · 200 accts · $327K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,811
Investment management$36,806
Total administrative$50,617
The Chn Housing Partners 401(k) match · 2024
Employer contribution per active participant$2,103
Median for plans this size$1,313
2024$2,103 per active participant
2023$2,147 per active participant
2022$1,959 per active participant

Chn Housing Partners'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 · 20245
ASCENSUS LLC · Loan processing · Recordkeeping$6,921
UNITED OF OMAHA · Loan processing · Recordkeeping$6,889
STADION MONEY MANAGEMENT · Investment advisory (participants)$23,831
GLOBAL RETIREMENT PARTNERS · Investment advisory (plan)$13,197
MUTUAL OF OMAHA · Other servicesindirect comp

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

Recordkeeper by year2
2024Ascensus, Mutual of Omaha
2023Mutual of Omaha

This plan has changed recordkeepers within these filings. If you left Chn Housing Partners before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$50,617 · 0.57%
2023$30,230 · 0.40%
2022$29,887 · 0.38%
Same employer
Similar plansReal Estate & Leasing · Ohio
Petland, Inc. OH$10.6M · 0.35%
I. & M.J. Gross Company OH$8.1M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341346763 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.