Plan Ledger DOL Form 5500 · updated monthly

Community Living Connections, Inc.401(k)

COMMUNITY LIVING CONNECTIONS, INC. 401(K) RETIREMENT PLAN · MADISON, WI · plan year 2024

Reported admin expense ratio · 2024
0.49%

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

Community Living Connections, Inc. reported $23,519 in plan administrative expenses for 2024: 0.49% of average plan assets, below the peer median. Employer contributions averaged $930 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 rose from 0.35% to 0.49%. 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 Wisconsin (1,636th of 1,936), and 7,997th of 11,911 in health care & social assistance. In 2024, employees put in $1.89 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,851,797
Participants with balances104
Active participants155
Employer contributions$144,143
Employee contributions$272,371
Employer contribution per active participant$930
Average account balance$46,652
Benefits paid to participants$856,266
Plan auditUnmodified (clean) audit opinion
AuditorWEGNER CPA'S
Plan history3
Yearassets · accounts · employer contribution
2024$4.9M · 104 accts · $144K emplr
2023$4.7M · 110 accts · $142K emplr
2022$4.0M · 114 accts · $119K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,045
Investment management$15,474
Total administrative$23,519
The Community Living Connections, Inc. 401(k) match · 2024
Employer contribution per active participant$930
Median for plans this size$1,313
2024$930 per active participant
2023$846 per active participant
2022$727 per active participant

Community Living Connections, Inc.'s 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
NEWPORT GROUP, INC. · Recordkeeping · Loan processing$1,970
WEALTH ENHANCEMENT ADVISORY · Investment advisory (plan)$15,474

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$23,519 · 0.49%
2023$20,660 · 0.48%
2022$14,647 · 0.35%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Rise Wisconsin, Inc. WI$5.0M · 0.02%
Family Forum, Inc. WI$4.9M · 0.18%
Morrow Memorial Home WI$4.7M · 1.05%
La Causa Inc. WI$4.7M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201175640 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.