Plan Ledger DOL Form 5500 · updated monthly

Codac Health, Recovery & Wellness, Nc.403(b)

CODAC HEALTH, RECOVERY & WELLNESS, INC. 403(B) PLAN · TUCSON, AZ · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Codac Health, Recovery & Wellness, Nc. reported $44,557 in plan administrative expenses for 2024: 0.43% of average plan assets, above the peer median. Employer contributions averaged $1,387 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 rose from 0.38% to 0.43%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 554th-largest of 1,285 plans among Arizona employers on file, and the 5,440th of 11,911 in health care & social assistance. In 2024, employees put in $2.99 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,958,156
Participants with balances473
Active participants272
Employer contributions$377,347
Employee contributions$1,127,352
Employer contribution per active participant$1,387
Average account balance$23,167
Benefits paid to participants$1,532,355
Plan auditUnmodified (clean) audit opinion
AuditorLUDWIG KLEWER & RUDNER PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$11.0M · 473 accts · $377K emplr
2023$9.8M · 466 accts · $380K emplr
2022$8.5M · 447 accts · $353K emplr
Employer contributions to the Codac Health, Recovery & Wellness, Nc. plan · 2024
Employer contribution per active participant$1,387
Median for plans this size$2,416
2024$1,387 per active participant
2023$1,195 per active participant
2022$1,217 per active participant

Codac Health, Recovery & Wellness, Nc.'s 2024 employer contribution ran below the $2,416 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.

Administrative cost history3
2024$44,557 · 0.43%
2023$12,741 · 0.14%
2022$34,283 · 0.38%
Same employer
Similar plansHealth Care & Social Assistance · Arizona
Child Crisis Arizona AZ$10.9M · 0.93%
Gila Health Resources, LLC AZ$10.1M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237086112 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.