Plan Ledger DOL Form 5500 · updated monthly

Community, Counseling, and Corre401(k)

COMMUNITY, COUNSELING, AND CORRECTIONAL SERVICES, INC. 401( · BUTTE, MT · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Community, Counseling, and Corre reported $57,702 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $1,275 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 0.26%. 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 63rd-largest of 229 plans among Montana employers on file, and the 3,286th of 11,911 in health care & social assistance. In 2024, employees put in $1.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$23,659,784
Participants with balances250
Active participants413
Employer contributions$526,446
Employee contributions$938,484
Employer contribution per active participant$1,275
Average account balance$94,639
Benefits paid to participants$852,764
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$23.7M · 250 accts · $526K emplr
2023$20.3M · 227 accts · $443K emplr
2022$16.7M · 171 accts · $384K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,169
Investment management$53,533
Total administrative$57,702
The Community, Counseling, and Corre 401(k) match · 2024
Employer contribution per active participant$1,275
Median for plans this size$2,416
2024$1,275 per active participant
2023$1,091 per active participant
2022$991 per active participant

Community, Counseling, and Corre's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
ROYAL ALLIANCE ASSOCIATES, INC. · Recordkeeping · Trustee$53,403

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

Recordkeeper by year2
2024ROYAL ALLIANCE ASSOCIATES, INC.
2023ROYAL ALLIANCE ASSOCIATES, INC.

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

Administrative cost history3
2024$57,702 · 0.26%
2023$46,164 · 0.25%
2022$39,069 · 0.25%
Same employer
Similar plansHealth Care & Social Assistance · Montana
Ortho Montana, PSC MT$30.1M · 0.60%
Northern Montana Hospital MT$18.5M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810413419 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.