Plan Ledger DOL Form 5500 · updated monthly

Community Health Centers of Southeastern Iowa, Inc.401(k)

403(B) THRIFT PLAN OF COMMUNITY HEALTH CENTERS OF SOUTHEASTERN IOWA, INC. · BURLINGTON, IA · plan year 2025

Reported admin expense ratio · 2025
0.07%

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

Community Health Centers of Southeastern Iowa, Inc. reported $10,780 in plan administrative expenses for 2025: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,620 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 rose from 0.01% to 0.07%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Iowa (452nd of 878), and the 4,132nd of 11,911 in health care & social assistance. In 2025, employees put in $1.65 for every $1.00 the employer contributed; active participation has grown from 196 to 322 since 2022.

Plan summary
Net assets, end of year$16,999,095
Participants with balances469
Active participants322
Employer contributions$521,671
Employee contributions$859,598
Employer contribution per active participant$1,620
Average account balance$36,245
Benefits paid to participants$3,169,038
Plan auditUnmodified (clean) audit opinion
AuditorFORGE FINANCIAL & MANAGEMENT CONSUL
Plan history4
Yearassets · accounts · employer contribution
2025$17.0M · 469 accts · $522K emplr
2024$16.1M · 316 accts · $540K emplr
2023$13.7M · 307 accts · $569K emplr
2022$11.7M · 271 accts · $587K emplr
The Community Health Centers of Southeastern Iowa, Inc. 401(k) match · 2025
Employer contribution per active participant$1,620
Median for plans this size$2,666
2025$1,620 per active participant
2024$2,699 per active participant
2023$2,843 per active participant
2022$2,997 per active participant

Community Health Centers of Southeastern Iowa, Inc.'s 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$10,780

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

Recordkeeper by year3
2025Mutual of America
2024Mutual of America
2023Mutual of America

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

Administrative cost history4
2025$10,780 · 0.07%
2024$2,201 · 0.01%
2023$1,015 · 0.01%
2022$1,120 · 0.01%
Same employer
Similar plansHealth Care & Social Assistance · Iowa
Exceptional Persons, Inc. IA$17.1M · 0.39%
Unity Healthcare IA$17.1M · 0.04%
Western Home Services IA$16.6M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 421527584 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.