Plan Ledger DOL Form 5500 · updated monthly

Christian Social Services of I401(k)

403(B) THRIFT PLAN FOR EMPLOYEES OF CHRISTIAN SOCIAL SERVICES OF ILLINOIS D/B/A CARITAS FAMILY SOLUTIONS · BELLEVILLE, IL · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Christian Social Services of I reported $7,759 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $776 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 0.03% to 0.08%. 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 Illinois (2,330th of 3,702), and the 5,509th of 11,911 in health care & social assistance. In 2024, employees put in $1.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,690,170
Participants with balances576
Active participants567
Employer contributions$440,022
Employee contributions$712,485
Employer contribution per active participant$776
Average account balance$18,559
Benefits paid to participants$1,453,460
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.7M · 576 accts · $440K emplr
2023$9.6M · 624 accts · $400K emplr
2022$7.8M · 574 accts · $225K emplr
The Christian Social Services of I 401(k) match · 2024
Employer contribution per active participant$776
Median for plans this size$2,416
2024$776 per active participant
2023$652 per active participant
2022$358 per active participant

Christian Social Services of I'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
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$7,715

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history3
2024$7,759 · 0.08%
2023$2,308 · 0.03%
2022$2,477 · 0.03%
Same employer
Similar plansHealth Care & Social Assistance · Illinois
Norwood Life Society IL$11.2M · 0.64%
Ferrell Hospital IL$11.2M · 0.04%
Opticsplanet, Inc. IL$10.8M · 0.94%

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Source: U.S. Department of Labor, Form 5500 series, EIN 370661500 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.