Plan Ledger DOL Form 5500 · updated monthly

Cicoa Aging & In-Home Solutions, Inc.401(k)

CICOA AGING & IN-HOME SOLUTIONS, INC. 401(K) PLAN · INDIANAPOLIS, IN · plan year 2023

Reported admin expense ratio · 2023
0.71%

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

Cicoa Aging & In-Home Solutions, Inc. reported $69,832 in plan administrative expenses for 2023: 0.71% of average plan assets, above the peer median. Employer contributions averaged $1,579 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 0.56%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Indiana (848th of 1,562), and the 5,406th of 11,911 in health care & social assistance. In 2023, employees put in $1.25 for every $1.00 the employer contributed; active participation has grown from 307 to 407 since 2022.

Plan summary
Net assets, end of year$11,076,038
Participants with balances311
Active participants407
Employer contributions$642,630
Employee contributions$805,438
Employer contribution per active participant$1,579
Average account balance$35,614
Benefits paid to participants$320,417
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$11.0M · 282 accts · $622K emplr
2023$11.1M · 311 accts · $643K emplr
2022$8.7M · 288 accts · $574K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$69,832
Total administrative$69,832
The Cicoa Aging & In-Home Solutions, Inc. 401(k) match · 2023
Employer contribution per active participant$1,579
Median for plans this size$1,308
2024$1,846 per active participant
2023$1,579 per active participant
2022$1,871 per active participant

Cicoa Aging & In-Home Solutions, Inc.'s 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$3,456

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$61,580 · 0.56%
2023$69,832 · 0.71%
2022$59,015 · 0.67%
Same employer
Similar plansHealth Care & Social Assistance · Indiana
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 351310387 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.