Plan Ledger DOL Form 5500 · updated monthly

Chronic Care Management, Inc.401(k)

CHRONIC CARE MANAGEMENT RETIREMENT SAVINGS PLAN · NEW ALBANY, IN · plan year 2022

Reported admin expense ratio · 2022
4.23%

Chronic Care Management, Inc. reported $5,795 in plan administrative expenses for 2022: 4.23% of average plan assets, higher than ~90% of peers. 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Indiana (1,550th of 1,562), and 2,184th of 2,199 in information & media.

Plan summary
Net assets, end of year$152,999
Participants with balances32
Active participants167
Employer contributions—
Employee contributions$102,092
Employer contribution per active participant—
Average account balance$4,781
Benefits paid to participants$58,092
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$5,144
Investment management$651
Total administrative$5,795
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$5,795 · 4.23%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 823283998 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.