Plan Ledger DOL Form 5500 · updated monthly

Community Medical Services Holdings, LLC401(k)

COMMUNITY MEDICAL SERVICES 401(K) · SCOTTSDALE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.75%

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

Community Medical Services Holdings, LLC reported $77,289 in plan administrative expenses for 2024: 0.75% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,071 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 1.02% to 0.75%. 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 524th-largest of 1,285 plans among Arizona employers on file, and the 5,189th of 11,911 in health care & social assistance. In 2024, employees put in $1.97 for every $1.00 the employer contributed; active participation has grown from 860 to 1,043 since 2022.

Plan summary
Net assets, end of year$11,867,077
Participants with balances526
Active participants1,043
Employer contributions$1,117,014
Employee contributions$2,205,646
Employer contribution per active participant$1,071
Average account balance$22,561
Benefits paid to participants$1,962,136
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.9M · 526 accts · $1.1M emplr
2023$8.7M · 404 accts · $902K emplr
2022$5.8M · 358 accts · $670K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$77,289
Total administrative$77,289
The Community Medical Services Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$1,071
Median for plans this size$2,416
2024$1,071 per active participant
2023$1,037 per active participant
2022$779 per active participant

Community Medical Services Holdings, LLC'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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$77,289

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

Administrative cost history3
2024$77,289 · 0.75%
2023$53,282 · 0.74%
2022$57,304 · 1.02%
Same employer
Similar plansHealth Care & Social Assistance · Arizona
Denova Collaborative Health AZ$12.1M · 1.02%
Recovery Innovations, Inc. AZ$11.8M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470989023 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.