Plan Ledger DOL Form 5500 · updated monthly

Civitas Senior Healthcare LLC401(k)

CIVITAS SENIOR HEALTHCARE 401K PLAN · FORT WORTH, TX · plan year 2023

Reported admin expense ratio · 2023
7.98%

Civitas Senior Healthcare LLC reported $191,511 in plan administrative expenses for 2023: 7.98% 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.

Across the 1 year on file its reported administrative ratio rose from 5.09% to 7.98%. 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 Texas (4,754th of 5,688), and 9,667th of 11,911 in health care & social assistance. active participation has grown from 636 to 735 since 2022.

Plan summary
Net assets, end of year$2,472,002
Participants with balances778
Active participants735
Employer contributions—
Employee contributions$648,735
Employer contribution per active participant—
Average account balance$3,177
Benefits paid to participants$816,559
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$2.5M · 778 accts
2022$2.3M · 1,599 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$191,511
Total administrative$191,511
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 · 20232
FUTUREPLAN FIDUCIARY SERVICES, LLC · Recordkeeping · Loan processing$145,641
TRANSAMERICA FINANCIAL LIFE INSURAN · Recordkeeping · Loan processing$45,870

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

Recordkeeper by year2
2024FUTUREPLAN FIDUCIARY SERVICES, LLC, Transamerica
2023FUTUREPLAN FIDUCIARY SERVICES, LLC, Transamerica

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Administrative cost history3
2024Not separately reported
2023$191,511 · 7.98%
2022$113,023 · 5.09%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Urgent Care for Kids, LLC TX$2.5M · 1.48%
Proscribe, LLC TX$2.5M · 0.83%
Cathy Home Care LTD. TX$2.5M · 0.08%
Medical Clinic of Sealy TX$2.4M · 0.01%
Hospice of El Paso, Inc. TX$2.4M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 455284618 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.