Plan Ledger DOL Form 5500 · updated monthly

Community Vision, Inc401(k)

COMMUNITY VISION, INC. 401(K) PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.94%

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

Community Vision, Inc reported $20,699 in plan administrative expenses for 2024: 0.94% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,715 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Oregon (876th of 1,021), and 9,661st of 11,911 in health care & social assistance. In 2024, employees put in $1.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,477,264
Participants with balances141
Active participants113
Employer contributions$193,786
Employee contributions$245,957
Employer contribution per active participant$1,715
Average account balance$17,569
Benefits paid to participants$135,436
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO, LLP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,503
Investment management$5,196
Total administrative$20,699
The Community Vision, Inc 401(k) match · 2024
Employer contribution per active participant$1,715
Median for plans this size$1,313

Community Vision, Inc's 2024 employer contribution ran above the $1,313 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 · 20242
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$15,503
MORGAN STANLEY GLOBAL · Investment advisory (plan)$5,196

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

Administrative cost history1
2024$20,699 · 0.94%
Similar plansHealth Care & Social Assistance · Oregon
Robison Jewish Home OR$2.7M · 0.05%
Anthem Memory Care, LLC OR$2.6M · 1.95%
Kairos Northwest OR$2.5M · 0.17%
Bend Health, Inc. OR$2.5M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201288169 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.