Plan Ledger DOL Form 5500 · updated monthly

Community Blood Center of the Ozarks, Inc.401(k)

COMMUNITY BLOOD CENTER OF THE OZARKS, INC. 401(K) PROFIT SHARING PLAN · SPRINGFIELD, MO · plan year 2024

Reported admin expense ratio · 2024
0.53%

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

Community Blood Center of the Ozarks, Inc. reported $46,060 in plan administrative expenses for 2024: 0.53% of average plan assets, above the peer median. Employer contributions averaged $2,798 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 fell from 0.56% to 0.53%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Missouri (882nd of 1,393), and 5,964th of 11,911 in health care & social assistance. In 2024, employees put in $1.31 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,245,551
Participants with balances181
Active participants148
Employer contributions$414,127
Employee contributions$540,601
Employer contribution per active participant$2,798
Average account balance$51,080
Benefits paid to participants$616,893
Plan auditUnmodified (clean) audit opinion
AuditorTHE WHITLOCK COMPANY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$9.2M · 181 accts · $414K emplr
2023$8.0M · 178 accts · $406K emplr
2022$6.7M · 180 accts · $390K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,741
Investment management$21,319
Total administrative$46,060
The Community Blood Center of the Ozarks, Inc. 401(k) match · 2024
Employer contribution per active participant$2,798
Median for plans this size$1,313
2024$2,798 per active participant
2023$2,669 per active participant
2022$2,547 per active participant

Community Blood Center of the Ozarks, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PRIME CAPITAL INVESTMENT ADVISORS L · Investment advisory (plan)$21,319

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$46,060 · 0.53%
2023$37,775 · 0.51%
2022$37,309 · 0.56%
Same employer
Similar plansHealth Care & Social Assistance · Missouri
Soh Dental LLC MO$10.3M · 0.63%
Community Living, Inc. MO$9.2M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431720170 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.