Plan Ledger DOL Form 5500 · updated monthly

Choices Coordinated Care Solutions, Inc.401(k)

CHOICES COORDINATED CARE SOLUTIONS, INC. 401(K) RETIREMENT PLAN · INDIANAPOLIS, IN · plan year 2024

Reported admin expense ratio · 2024
0.87%

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

Choices Coordinated Care Solutions, Inc. reported $89,144 in plan administrative expenses for 2024: 0.87% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,332 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 0.76% to 0.87%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Indiana (845th of 1,562), and the 5,395th of 11,911 in health care & social assistance. In 2024, employees put in $2.22 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,125,653
Participants with balances432
Active participants309
Employer contributions$411,602
Employee contributions$914,771
Employer contribution per active participant$1,332
Average account balance$25,754
Benefits paid to participants$1,021,398
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.1M · 432 accts · $412K emplr
2023$9.5M · 436 accts · $405K emplr
2022$8.3M · 426 accts · $383K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$89,144
Total administrative$89,144
The Choices Coordinated Care Solutions, Inc. 401(k) match · 2024
Employer contribution per active participant$1,332
Median for plans this size$2,416
2024$1,332 per active participant
2023$1,305 per active participant
2022$1,316 per active participant

Choices Coordinated Care Solutions, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$71,500
RETIREMENT PLAN CONCEPTS & SERVICES · Other services · Contract administrator$17,590
PROCOURSE FIDUCIARY ADV · Investment advisory (plan)indirect 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$89,144 · 0.87%
2023$88,999 · 1.00%
2022$71,095 · 0.76%
Same employer
Similar plansHealth Care & Social Assistance · Indiana
Hopebridge, LLC IN$12.1M · 1.06%
Golden Living Centers IN$12.0M · 0.28%
Echo Community Health Care IN$10.6M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 352005131 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.