Plan Ledger DOL Form 5500 · updated monthly

Continuum Therapy Partners401(k)

CONTINUUM THERAPY PARTNERS 401K PROFIT SHARING PLAN & TRUST · CHARLOTTE, NC · plan year 2022

Reported admin expense ratio · 2022
0.55%

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

Continuum Therapy Partners reported $1,450 in plan administrative expenses for 2022: 0.55% of average plan assets, below the peer median. Employer contributions averaged $51 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 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 North Carolina (1,967th of 2,005), and 11,539th of 11,911 in health care & social assistance. In 2022, employees put in $13.57 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$336,821
Participants with balances39
Active participants182
Employer contributions$9,195
Employee contributions$124,768
Employer contribution per active participant$51
Average account balance$8,636
Benefits paid to participants$6,903
Plan auditUnmodified (clean) audit opinion
AuditorMOYER, DEVOE & IOCCO, PLLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,450
Total administrative$1,450
The Continuum Therapy Partners 401(k) match · 2022
Employer contribution per active participant$51
Median for plans this size$331

Continuum Therapy Partners's 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$1,450 · 0.55%
Similar plansHealth Care & Social Assistance · North Carolina

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Source: U.S. Department of Labor, Form 5500 series, EIN 580632502 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.