Plan Ledger DOL Form 5500 · updated monthly

Community Living Services, Inc.401(k)

CLS, INC. RETIREMENT PLAN · WAYNE, MI · 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 Services, Inc. reported $9,290 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,920 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 0.055% to 0.052%. 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 1,106th-largest of 2,619 plans among Michigan employers on file, and the 3,950th of 11,911 in health care & social assistance. In 2024, employees put in $1.96 for every $1.00 the employer contributed; active participation has grown from 120 to 135 since 2022.

Plan summary
Net assets, end of year$18,154,921
Participants with balances228
Active participants135
Employer contributions$259,216
Employee contributions$508,216
Employer contribution per active participant$1,920
Average account balance$79,627
Benefits paid to participants$2,531,018
Plan auditUnmodified (clean) audit opinion
AuditorYEO & YEO CPA'S
Plan history3
Yearassets · accounts · employer contribution
2024$18.2M · 228 accts · $259K emplr
2023$17.8M · 218 accts · $228K emplr
2022$16.1M · 219 accts · $233K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,290
Total administrative$9,290
The Community Living Services, Inc. 401(k) match · 2024
Employer contribution per active participant$1,920
Median for plans this size$2,416
2024$1,920 per active participant
2023$1,963 per active participant
2022$1,944 per active participant

Community Living Services, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20241
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$9,290

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$9,290 · 0.05%
2023$9,751 · 0.06%
2022$9,741 · 0.05%
Same employer
Similar plansHealth Care & Social Assistance · Michigan
Cns Healthcare MI$18.5M · 0.49%
McKenzie Memorial Hospital MI$18.1M · 0.28%
Hegira Health, Inc. MI$17.6M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 382849658 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.