Plan Ledger DOL Form 5500 · updated monthly

Claiborne Senior Living401(k)

CLAIBORNE SENIOR LIVING 401(K) PLAN · HATTIESBURG, MS · plan year 2022

Reported admin expense ratio · 2022
4.16%

Claiborne Senior Living reported $633 in plan administrative expenses for 2022: 4.16% 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 real estate & leasing employers. By assets it is among the smaller plans on file in Mississippi (365th of 367), and 2,092nd of 2,096 in real estate & leasing.

Plan summary
Net assets, end of year$13,408
Participants with balances5
Active participants0
Employer contributions$16,685
Employee contributions—
Employer contribution per active participant—
Average account balance$2,682
Benefits paid to participants$15,739
Plan auditUnmodified (clean) audit opinion
AuditorBMSS, LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$633
Total administrative$633
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$633 · 4.16%
Same employer
Similar plansReal Estate & Leasing · Mississippi
The Blackburn Group MS$9.0M · 0.02%
Vacuum Truck Rentals, LLC MS$7.3M · 0.67%
Heritage Properties, Inc. MS$4.9M · 0.58%
Guruprasad Srihari WV$18K · 7.84%

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Source: U.S. Department of Labor, Form 5500 series, EIN 843127752 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.