Plan Ledger DOL Form 5500 · updated monthly

Community Ltc Inc.Profit-sharing plan

COMMUNITY LTC 403(B) PLAN · ANDERSON, IN · plan year 2022

Reported admin expense ratio · 2022
0.37%

Community Ltc Inc. reported $2,085 in plan administrative expenses for 2022: 0.37% of average plan assets, lower than ~75% of peers. 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Indiana (1,517th of 1,562), and 11,264th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$606,312
Participants with balances88
Active participants245
Employer contributions—
Employee contributions$207,609
Employer contribution per active participant—
Average account balance$6,890
Benefits paid to participants$42,175
Plan auditUnmodified (clean) audit opinion
AuditorWHITINGER & COMPANY LLC
Administrative expenses, itemized · 2022
Investment management$2,085
Total administrative$2,085
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$2,085 · 0.37%
Same employer
Similar plansHealth Care & Social Assistance · Indiana
Sunset Harbor Inc. IN$647K · 0.97%
Assured Nursing, Inc. IN$646K · 0.96%
Paladin, Inc. IN$499K · 3.88%
In-Pact, Inc. IN$471K · 1.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351877441 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.