Plan Ledger DOL Form 5500 · updated monthly

Cls Health PLLC401(k)

CLEAR LAKE SPECIALTIES, P.A. 401 (K) PROFIT SHARING PLAN · WEBSTER, TX · plan year 2025

Reported admin expense ratio · 2025
0.07%

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

Cls Health PLLC reported $8,956 in plan administrative expenses for 2025: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,200 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 rose from 0.069% to 0.074%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 2,501st-largest of 5,688 plans among Texas employers on file, and the 4,613th of 11,911 in health care & social assistance. In 2025, employees put in $1.97 for every $1.00 the employer contributed; active participation has grown from 130 to 562 since 2022.

Plan summary
Net assets, end of year$14,335,074
Participants with balances231
Active participants562
Employer contributions$674,451
Employee contributions$1,331,387
Employer contribution per active participant$1,200
Average account balance$62,057
Benefits paid to participants$381,578
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2025$14.3M · 231 accts · $674K emplr
2024$10.0M · 151 accts · $484K emplr
2022$6.0M · 88 accts · $277K emplr
The Cls Health PLLC 401(k) match · 2025
Employer contribution per active participant$1,200
Median for plans this size$2,666
2025$1,200 per active participant
2024$1,967 per active participant
2022$2,129 per active participant

Cls Health PLLC's 2025 employer contribution ran below the $2,666 median for plans its size, in the bottom 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
NOVA 401(K) ASSOCIATES · Contract administrator$3,000

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

Administrative cost history3
2025$8,956 · 0.07%
2024$4,417 · 0.05%
2022$4,582 · 0.07%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Baptist Community Services TX$14.8M · 0.72%
Westlake Dermatology, PA TX$14.6M · 0.36%
Covenant Group Holdings, LP TX$14.3M · 0.85%
Nexus Health Systems, LTD TX$14.0M · 0.60%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 202798379 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.