Plan Ledger DOL Form 5500 · updated monthly

Community Assessment & Treatment Services, Inc.403(b)

COMMUNITY ASSESSMENT AND TREATMENT SERVICES, INC 403(B) PLAN · CLEVELAND, OH · plan year 2022

Reported admin expense ratio · 2022
0.64%

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

Community Assessment & Treatment Services, Inc. reported $10,428 in plan administrative expenses for 2022: 0.64% of average plan assets, above the peer median. Employer contributions averaged $1,038 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Ohio (3,097th of 3,295), and 10,522nd of 11,911 in health care & social assistance. In 2022, employees put in $1.93 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,432,842
Participants with balances62
Active participants87
Employer contributions$90,284
Employee contributions$174,366
Employer contribution per active participant$1,038
Average account balance$23,110
Benefits paid to participants$324,013
Plan auditDisclaimer of opinion
AuditorPEASE BELL CPAS, LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$6,378
Investment management$4,050
Total administrative$10,428
Employer contributions to the Community Assessment & Treatment Services, Inc. plan · 2022
Employer contribution per active participant$1,038
Median for plans this size$1,114

Community Assessment & Treatment Services, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$10,428 · 0.64%
Similar plansHealth Care & Social Assistance · Ohio
Zandex, Inc. OH$1.5M
Frontline National LLC OH$1.4M · 2.10%
Balanced Family Academy OH$1.3M · 0.78%
Havens of Ohio, LLC OH$1.3M · 1.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341651217 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.