Plan Ledger DOL Form 5500 · updated monthly

Continuum Health Alliance, LLC401(k)

CONTINUUM HEALTH ALLIANCE, LLC 401(K) PROFIT SHARING PLAN · MARLTON, NJ · plan year 2023

Reported admin expense ratio · 2023
0.51%

Continuum Health Alliance, LLC reported $40,194 in plan administrative expenses for 2023: 0.51% of average plan assets, above the peer median. 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 rose from 0.52% to 1.44%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in New Jersey (1,638th of 2,419), and the 1,119th of 2,534 in administrative & support services.

Plan summary
Net assets, end of year$8,272,533
Participants with balances220
Active participants113
Employer contributions—
Employee contributions$556,467
Employer contribution per active participant—
Average account balance$37,602
Benefits paid to participants$946,423
Plan auditUnmodified (clean) audit opinion
AuditorPRICE KUBECKA
Plan history3
Yearassets · accounts · employer contribution
2024$237K · 30 accts
2023$8.3M · 220 accts
2022$7.5M · 229 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$26,919
Investment management$13,275
Total administrative$40,194
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
ADP, INC. · Loan processing · Recordkeeping$26,919
GLOBAL RETIREMENT PARTNERS · Recordkeeping · Trustee$13,274
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP, CONTINUM HEALTH ALLIANCE, LLC, GLOBAL RETIREMENT PARTNERS
2023ADP, GLOBAL RETIREMENT PARTNERS

This plan has changed recordkeepers within these filings. If you left Continuum Health Alliance, LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$61,449 · 1.44%
2023$40,194 · 0.51%
2022$43,798 · 0.52%
Same employer
Similar plansAdministrative & Support Services · New Jersey
Nest International, Inc. NJ$11.7M · 0.49%
E-Z Staffing Inc. NJ$11.2M · 1.62%
Terracycle, Inc. NJ$7.9M · 0.59%
United Security, Inc. NJ$6.7M · 1.18%
Regional Industries, LLC NJ$6.6M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201073471 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.