Plan Ledger DOL Form 5500 · updated monthly

Community Living Options, Inc.401(k)

NOT-FOR-PROFIT RETIREMENT SAVINGS PLAN · GALESBURG, IL · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Community Living Options, Inc. reported $13,497 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $255 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 0.053% to 0.046%. 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 1,311th-largest of 3,702 plans among Illinois employers on file, and the 2,765th of 11,911 in health care & social assistance. In 2024, employees put in $2.49 for every $1.00 the employer contributed; active participation has grown from 2,362 to 2,802 since 2022.

Plan summary
Net assets, end of year$30,197,257
Participants with balances1,093
Active participants2,802
Employer contributions$713,445
Employee contributions$1,777,518
Employer contribution per active participant$255
Average account balance$27,628
Benefits paid to participants$3,921,291
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$30.2M · 1,093 accts · $713K emplr
2023$28.2M · 1,037 accts · $617K emplr
2022$26.8M · 1,095 accts · $596K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,497
Total administrative$13,497
The Community Living Options, Inc. 401(k) match · 2024
Employer contribution per active participant$255
Median for plans this size$2,416
2024$255 per active participant
2023$212 per active participant
2022$252 per active participant

Community Living Options, Inc.'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
TRANSAMERICA LIFE INSURANCE COMPANY · Recordkeeping · Loan processing$13,496

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$13,497 · 0.05%
2023$17,120 · 0.06%
2022$15,576 · 0.05%
Same employer
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Hah Holdings, LLC IL$32.9M · 1.29%
Heart & Vascular Partners IL$29.9M · 0.48%
Clearbrook IL$29.7M · 0.33%
Gailey Eye Clinic, LTD. IL$29.0M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 371079626 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.