Plan Ledger DOL Form 5500 · updated monthly

Community Alternatives Unlimited401(k)

COMMUNITY ALTERNATIVES UNLIMITED 401(K) PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Community Alternatives Unlimited reported $63,911 in plan administrative expenses for 2024: 0.29% of average plan assets, above the peer median. Employer contributions averaged $3,751 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 0.28% to 0.29%. 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 1,549th-largest of 3,702 plans among Illinois employers on file, and the 3,305th of 11,911 in health care & social assistance. In 2024, the employer put in $1.05 for every $1.00 employees contributed themselves; active participation has grown from 128 to 152 since 2022.

Plan summary
Net assets, end of year$23,463,404
Participants with balances167
Active participants152
Employer contributions$570,100
Employee contributions$541,069
Employer contribution per active participant$3,751
Average account balance$140,499
Benefits paid to participants$178,606
Plan auditUnmodified (clean) audit opinion
AuditorCHERRY BECKAERT LLP
Plan history3
Yearassets · accounts · employer contribution
2024$23.5M · 167 accts · $570K emplr
2023$19.9M · 154 accts · $535K emplr
2022$16.8M · 161 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,211
Investment management$25,000
Audit (IQPA)$14,700
Total administrative$63,911
The Community Alternatives Unlimited 401(k) match · 2024
Employer contribution per active participant$3,751
Median for plans this size$2,416
2024$3,751 per active participant
2023$3,965 per active participant
2022$9,072 per active participant

Community Alternatives Unlimited'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
NEWPORT GROUP, INC. · Loan processing · Recordkeeping$24,211
UBS FINANCIAL SERVICES INC. · Investment advisory (plan)$25,000
CHERRY BEKAERT LLP. · Accounting / audit$14,700

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

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

Administrative cost history3
2024$63,911 · 0.29%
2023$59,110 · 0.32%
2022$43,886 · 0.28%
Same employer
Similar plansHealth Care & Social Assistance · Illinois
Vna Health Care IL$25.6M · 0.60%
Compass Health Center, LLC IL$23.6M · 0.10%
The Family Institute IL$23.4M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363059568 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.