Plan Ledger DOL Form 5500 · updated monthly

Christian Living Communites403(b)

CHRISTIAN LIVING COMMUNITIES 403(B) RETIREMENT PLAN · ENGLEWOOD, CO · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Christian Living Communites reported $59,301 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. Employer contributions averaged $485 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 fell from 0.67% to 0.41%. 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 the 639th-largest of 1,461 plans among Colorado employers on file, and the 4,430th of 11,911 in health care & social assistance. In 2024, employees put in $4.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,284,078
Participants with balances346
Active participants607
Employer contributions$294,485
Employee contributions$1,224,506
Employer contribution per active participant$485
Average account balance$44,174
Benefits paid to participants$1,039,291
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.3M · 346 accts · $294K emplr
2023$13.4M · 335 accts · $243K emplr
2022$12.3M · 323 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,315
Investment management$19,228
Total administrative$59,301
Employer contributions to the Christian Living Communites plan · 2024
Employer contribution per active participant$485
Median for plans this size$2,416
2024$485 per active participant
2023$372 per active participant
2022$1,818 per active participant

Christian Living Communites'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 · 20244
ASCENSUS LLC · Loan processing · Recordkeeping$3,315
GLOBAL RETIREMENT PARTNERS · Investment advisory (plan)$19,228
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$8,159

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$59,301 · 0.41%
2023$84,356 · 0.66%
2022$86,551 · 0.67%
Similar plansHealth Care & Social Assistance · Colorado
Espire Dental Practice, LLC CO$17.2M · 0.65%
Solace Healthcare, Inc. CO$16.5M · 0.85%
Orthocolorado Hospital CO$16.4M · 0.56%
Summit Pathology CO$15.0M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 455475166 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.