Plan Ledger DOL Form 5500 · updated monthly

Christian Care Management, Inc.403(b)

CHRISTIAN CARE MANAGEMENT, INC. 403(B) PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Christian Care Management, Inc. reported $19,329 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $814 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 0.09% to 0.12%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 401st-largest of 1,285 plans among Arizona employers on file, and the 751st of 2,096 in real estate & leasing. In 2024, employees put in $1.87 for every $1.00 the employer contributed; active participation has shrunk from 906 to 713 since 2022.

Plan summary
Net assets, end of year$17,489,685
Participants with balances411
Active participants713
Employer contributions$580,334
Employee contributions$1,085,708
Employer contribution per active participant$814
Average account balance$42,554
Benefits paid to participants$1,285,071
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.5M · 411 accts · $580K emplr
2023$15.1M · 438 accts · $460K emplr
2022$12.8M · 465 accts · $466K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,329
Total administrative$19,329
Employer contributions to the Christian Care Management, Inc. plan · 2024
Employer contribution per active participant$814
Median for plans this size$2,416
2024$814 per active participant
2023$624 per active participant
2022$514 per active participant

Christian Care Management, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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 · 20241
NEWPORT GROUP, INC. · Contract administrator · Recordkeeping$19,329

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$19,329 · 0.12%
2023$18,834 · 0.13%
2022$13,222 · 0.09%
Same employer
Similar plansReal Estate & Leasing · Arizona
Vestar Properties, Inc. AZ$22.4M · 0.29%
Store Capital Advisors, LLC AZ$15.3M · 0.44%
Offerpad, LLC AZ$13.8M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942756711 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.