Plan Ledger DOL Form 5500 · updated monthly

Community Living, Inc.401(k)

COMMUNITY LIVING, INC. 401(K) RETIREMENT PLAN · ST. PETERS, 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 Living, Inc. reported $46,693 in plan administrative expenses for 2024: 0.53% of average plan assets, below the peer median. Employer contributions averaged $928 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 1 year on file its reported administrative ratio rose from 0.47% 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 (885th of 1,393), and 5,985th of 11,911 in health care & social assistance. In 2024, employees put in $1.63 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,189,488
Participants with balances336
Active participants254
Employer contributions$235,625
Employee contributions$384,115
Employer contribution per active participant$928
Average account balance$27,350
Benefits paid to participants$857,016
Plan auditUnmodified (clean) audit opinion
AuditorSFW PARTNERS LLC
Plan history2
Yearassets · accounts · employer contribution
2024$9.2M · 336 accts · $236K emplr
2023$8.5M · 292 accts · $308K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,071
Investment management$12,622
Total administrative$46,693
The Community Living, Inc. 401(k) match · 2024
Employer contribution per active participant$928
Median for plans this size$1,313
2024$928 per active participant
2023$1,550 per active participant

Community Living, 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$34,071
CETERA INVESTMENT ADVISORS LLC · Investment advisory (plan)$12,561

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

Administrative cost history2
2024$46,693 · 0.53%
2023$36,860 · 0.47%
Same employer
Similar plansHealth Care & Social Assistance · Missouri

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Source: U.S. Department of Labor, Form 5500 series, EIN 431129770 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.