Plan Ledger DOL Form 5500 · updated monthly

Citrus Health Group, Inc.401(k)

CITRUS HEALTH GROUP 401(K) PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Citrus Health Group, Inc. reported $22,156 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $3,516 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Illinois (2,490th of 3,702), and 8,360th of 11,654 in professional & technical services. In 2024, employees put in $3.14 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,900,570
Participants with balances178
Active participants144
Employer contributions$506,302
Employee contributions$1,588,445
Employer contribution per active participant$3,516
Average account balance$50,003
Benefits paid to participants$474,091
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,048
Investment management$8,108
Total administrative$22,156
The Citrus Health Group, Inc. 401(k) match · 2024
Employer contribution per active participant$3,516
Median for plans this size$1,313

Citrus Health Group, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 · 20242
ADP, INC. · Loan processing · Recordkeeping$14,048
WELLS FARGO ADVISORS FINANCIAL NETW · Recordkeeping · Trustee$8,107

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

Administrative cost history1
2024$22,156 · 0.25%
Same employer
Similar plansProfessional & Technical Services · Illinois
Built in, Inc. IL$9.0M · 0.01%
Simantel Group LTD IL$9.0M · 0.44%
Amplifi Loyalty Solutions IL$8.6M · 0.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 921466815 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.