Plan Ledger DOL Form 5500 · updated monthly

Clinical Supplies Management401(k)

CLINICAL SUPPLIES MANAGEMENT HOLDINGS, INC. 401(K) PLAN AND T · MALVERN, PA · plan year 2024

Reported admin expense ratio · 2024
0.57%

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

Clinical Supplies Management reported $27,339 in plan administrative expenses for 2024: 0.57% of average plan assets, above the peer median. Employer contributions averaged $3,166 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 0.70% to 0.57%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Pennsylvania (2,898th of 3,651), and 2,316th of 3,341 in other services. In 2024, employees put in $2.26 for every $1.00 the employer contributed; active participation has shrunk from 169 to 93 since 2022.

Plan summary
Net assets, end of year$4,850,791
Participants with balances126
Active participants93
Employer contributions$294,456
Employee contributions$665,181
Employer contribution per active participant$3,166
Average account balance$38,498
Benefits paid to participants$1,462,545
Plan auditUnmodified (clean) audit opinion
AuditorPLANCHEC(K) CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$4.9M · 126 accts · $294K emplr
2023$4.8M · 154 accts · $306K emplr
2022$3.3M · 138 accts · $122K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,903
Investment management$2,436
Total administrative$27,339
The Clinical Supplies Management 401(k) match · 2024
Employer contribution per active participant$3,166
Median for plans this size$1,313
2024$3,166 per active participant
2023$2,084 per active participant
2022$720 per active participant

Clinical Supplies Management'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 · 20241
ADP, INC. · Loan processing · Recordkeeping$27,339

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

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$27,339 · 0.57%
2023$27,151 · 0.67%
2022$24,495 · 0.70%
Similar plansOther Services · Pennsylvania
Quality Progressions PA$5.5M · 0.63%
Pinebrook Family Answers PA$4.8M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 814016259 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.