Plan Ledger DOL Form 5500 · updated monthly

Community Residences, Inc403(b)

COMMUNITY RESIDENCES RETIREMENT PLAN · CHANTILLY, VA · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Community Residences, Inc reported $47,614 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $347 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 1 year on file its reported administrative ratio fell from 0.33% to 0.30%. 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 1,111th-largest of 2,266 plans among Virginia employers on file, and the 4,176th of 11,911 in health care & social assistance. In 2024, employees put in $6.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,712,661
Participants with balances299
Active participants447
Employer contributions$154,998
Employee contributions$1,051,596
Employer contribution per active participant$347
Average account balance$55,895
Benefits paid to participants$1,153,749
Plan auditUnmodified (clean) audit opinion
AuditorWALKER HEALTHCARE SERVS GROUP CPAS
Plan history2
Yearassets · accounts · employer contribution
2024$16.7M · 299 accts · $155K emplr
2023$14.6M · 311 accts · $187K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$47,614
Total administrative$47,614
Employer contributions to the Community Residences, Inc plan · 2024
Employer contribution per active participant$347
Median for plans this size$2,416
2024$347 per active participant
2023$412 per active participant

Community Residences, 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 · 20242
MUTUAL OF AMERICA SEC. CORP LLC · Recordkeeping · Loan processing$16,384
WILSHIRE ASSOCIATES INC. · Investment advisory (plan)$1,743

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

Administrative cost history2
2024$47,614 · 0.30%
2023$44,247 · 0.33%
Same employer
Similar plansHealth Care & Social Assistance · Virginia
Sunnyside Presbyterian Home VA$18.0M · 0.52%
Partnermd, LLC VA$17.9M · 0.38%
Ncgcare, Inc. VA$15.1M · 0.80%
Buchanan General Hospital VA$15.1M · 0.58%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 541004092 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.