Plan Ledger DOL Form 5500 · updated monthly

Community Living Services, Inc.401(k)

COMMUNITY LIVING SERVICES, INC. 401(K) PLAN · FARGO, ND · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Community Living Services, Inc. reported $26,064 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $839 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 0.26% to 0.16%. 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 130th-largest of 279 plans among North Dakota employers on file, and the 4,010th of 11,911 in health care & social assistance. In 2024, employees put in $3.03 for every $1.00 the employer contributed; active participation has grown from 213 to 256 since 2022.

Plan summary
Net assets, end of year$17,803,556
Participants with balances336
Active participants256
Employer contributions$214,680
Employee contributions$651,440
Employer contribution per active participant$839
Average account balance$52,987
Benefits paid to participants$579,509
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.8M · 336 accts · $215K emplr
2023$15.3M · 342 accts · $183K emplr
2022$14.8M · 290 accts · $527K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,064
Total administrative$26,064
The Community Living Services, Inc. 401(k) match · 2024
Employer contribution per active participant$839
Median for plans this size$2,416
2024$839 per active participant
2023$664 per active participant
2022$2,476 per active participant

Community Living Services, 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
BELL BANK · Recordkeeping · Trustee$25,764

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

Recordkeeper by year2
2024BELL BANK
2023BELL BANK

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

Administrative cost history3
2024$26,064 · 0.16%
2023$24,408 · 0.16%
2022$43,471 · 0.26%
Same employer
Similar plansHealth Care & Social Assistance · North Dakota
Dms Imaging Inc. ND$21.8M · 0.07%
Aldevron, LLC ND$20.1M · 0.57%
Sanford Bismarck ND$20.0M · 0.07%
Development Homes, Inc. ND$14.5M · 0.50%
Sakakawea Medical Center ND$13.8M · 0.73%

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Source: U.S. Department of Labor, Form 5500 series, EIN 450416774 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.