Plan Ledger DOL Form 5500 · updated monthly

Community Access Unlimited, Inc.401(k)

COMMUNITY ACCESS UNLIMITED, INC. 401K PLAN · ELIZABETH, NJ · plan year 2024

Reported admin expense ratio · 2024
0.90%

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

Community Access Unlimited, Inc. reported $169,658 in plan administrative expenses for 2024: 0.90% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,616 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 0.90%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 1,056th-largest of 2,419 plans among New Jersey employers on file, and the 1,024th of 3,341 in other services. In 2024, employees put in $1.04 for every $1.00 the employer contributed; active participation has grown from 593 to 736 since 2022.

Plan summary
Net assets, end of year$20,854,366
Participants with balances865
Active participants736
Employer contributions$1,925,451
Employee contributions$1,994,467
Employer contribution per active participant$2,616
Average account balance$24,109
Benefits paid to participants$2,076,864
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.9M · 865 accts · $1.9M emplr
2023$16.9M · 838 accts · $1.5M emplr
2022$14.9M · 747 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$169,658
Total administrative$169,658
The Community Access Unlimited, Inc. 401(k) match · 2024
Employer contribution per active participant$2,616
Median for plans this size$2,416
2024$2,616 per active participant
2023$2,123 per active participant
2022$1,909 per active participant

Community Access Unlimited, Inc.'s 2024 employer contribution ran above 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.

Service providers · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$169,658
CETERA INVESTMENT ADVISERS LLC · Investment advisory (plan)indirect comp
CETERA ADVISORS LLC · Investment advisory (plan)indirect comp

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$169,658 · 0.90%
2023$145,004 · 0.91%
2022$149,355 · 0.93%
Same employer
Similar plansOther Services · New Jersey
Sea Box, Inc. NJ$21.0M · 0.42%
Tkl Research Inc. NJ$18.2M · 0.40%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 222318586 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.