Plan Ledger DOL Form 5500 · updated monthly

Clark-Lindsey Village, Inc.401(k)

CLARK-LINDSEY VILLAGE, INC. 401(K) PLAN · URBANA, IL · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Clark-Lindsey Village, Inc. reported $24,313 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $809 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 3 years on file its reported administrative ratio has held roughly steady near 0.267%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Illinois (2,412th of 3,702), and the 5,794th of 11,911 in health care & social assistance. In 2024, employees put in $3.41 for every $1.00 the employer contributed; active participation has grown from 147 to 178 since 2022.

Plan summary
Net assets, end of year$9,731,014
Participants with balances104
Active participants178
Employer contributions$144,057
Employee contributions$490,762
Employer contribution per active participant$809
Average account balance$93,567
Benefits paid to participants$713,335
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.7M · 104 accts · $144K emplr
2023$8.5M · 107 accts · $137K emplr
2022$7.7M · 111 accts · $137K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,963
Investment management$3,350
Total administrative$24,313
The Clark-Lindsey Village, Inc. 401(k) match · 2024
Employer contribution per active participant$809
Median for plans this size$1,313
2024$809 per active participant
2023$817 per active participant
2022$932 per active participant

Clark-Lindsey Village, Inc.'s 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241

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$24,313 · 0.27%
2023$22,029 · 0.27%
2022$24,592 · 0.27%
Similar plansHealth Care & Social Assistance · Illinois
Doctors Data Inc. IL$9.8M · 0.06%
Lawrence Hall IL$9.7M · 0.56%
One Hope United IL$9.4M · 1.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 371017284 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.