Plan Ledger DOL Form 5500 · updated monthly

Community Action Inc. of Central Texas401(k)

COMMUNITY ACTION INC. OF CENTRAL TEXAS 401K RETIREMENT PLAN · SAN MARCOS, TX · plan year 2023

Reported admin expense ratio · 2023
0.09%

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

Community Action Inc. of Central Texas reported $3,113 in plan administrative expenses for 2023: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $250 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 1 year on file its reported administrative ratio fell from 0.20% to 0.09%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (4,271st of 5,688), and 8,472nd of 11,911 in health care & social assistance. In 2023, employees put in $1.53 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,113,892
Participants with balances166
Active participants552
Employer contributions$137,963
Employee contributions$211,008
Employer contribution per active participant$250
Average account balance$24,782
Benefits paid to participants$148,208
Plan auditUnmodified (clean) audit opinion
AuditorCALHOUN THOMSON & MATZA LLP
Plan history2
Yearassets · accounts · employer contribution
2023$4.1M · 166 accts · $138K emplr
2022$3.0M · 167 accts · $102K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$3,113
Total administrative$3,113
The Community Action Inc. of Central Texas 401(k) match · 2023
Employer contribution per active participant$250
Median for plans this size$1,308
2023$250 per active participant
2022$207 per active participant

Community Action Inc. of Central Texas's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Participant communication$2,353

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

Administrative cost history2
2023$3,113 · 0.09%
2022$6,180 · 0.20%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Autism Treatment Center TX$4.2M · 0.25%
El Centro de Corazon TX$4.2M · 0.79%
Reach Unlimited, Inc. TX$4.1M · 0.96%
Summus Health Care, LLC TX$4.1M · 0.77%
Calab Inc TX$4.0M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741541726 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.