Plan Ledger DOL Form 5500 · updated monthly

Community Health Care Center Inc401(k)

COMMUNITY HEALTH CARE CENTER 401(K) PLAN · GREAT FALLS, MT · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Community Health Care Center Inc reported $15,593 in plan administrative expenses for 2024: 0.29% of average plan assets, below the peer median. Employer contributions averaged $2,468 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 0.32% to 0.29%. 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 Montana (161st of 229), and 7,357th of 11,911 in health care & social assistance. In 2024, employees put in $1.48 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,982,601
Participants with balances221
Active participants174
Employer contributions$429,517
Employee contributions$634,703
Employer contribution per active participant$2,468
Average account balance$27,071
Benefits paid to participants$647,437
Plan auditUnmodified (clean) audit opinion
AuditorWITHUMSMITHBROWN
Plan history3
Yearassets · accounts · employer contribution
2024$6.0M · 221 accts · $430K emplr
2023$4.8M · 222 accts · $393K emplr
2022$3.3M · 182 accts · $471K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,593
Total administrative$15,593
The Community Health Care Center Inc 401(k) match · 2024
Employer contribution per active participant$2,468
Median for plans this size$1,313
2024$2,468 per active participant
2023$2,068 per active participant
2022$2,561 per active participant

Community Health Care Center 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
CAPITAL GROUP · Recordkeeping$15,593
BIG SKY RETIREMENT · Plan administrator$12,735

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

Recordkeeper by year2
2024CAPITAL GROUP
2023CAPITAL GROUP

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

Administrative cost history3
2024$15,593 · 0.29%
2023$11,512 · 0.28%
2022$10,160 · 0.32%
Same employer
Similar plansHealth Care & Social Assistance · Montana
Beartooth Billings Clinic MT$7.3M · 0.24%
Pureview Health Center MT$5.3M · 0.60%
Rimrock Foundation MT$4.7M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 352631980 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.