Plan Ledger DOL Form 5500 · updated monthly

Coordinated Family Care401(k)

EMPLOYEE BENEFIT PLAN OF COORDINATED FAMILY CARE · NORTH BRUNSWICK, NJ · plan year 2024

Reported admin expense ratio · 2024
0.73%

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

Coordinated Family Care reported $44,044 in plan administrative expenses for 2024: 0.73% of average plan assets, above the peer median. Employer contributions averaged $2,077 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 rose from 0.02% to 0.73%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in New Jersey (1,795th of 2,419), and 1,303rd of 2,534 in administrative & support services. In 2024, employees put in $1.49 for every $1.00 the employer contributed; active participation has grown from 83 to 157 since 2022.

Plan summary
Net assets, end of year$6,268,530
Participants with balances131
Active participants157
Employer contributions$326,028
Employee contributions$486,518
Employer contribution per active participant$2,077
Average account balance$47,851
Benefits paid to participants$929,825
Plan auditUnmodified (clean) audit opinion
AuditorBDG-CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$6.3M · 131 accts · $326K emplr
2023$5.7M · 110 accts · $271K emplr
2022$4.8M · 133 accts · $243K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,044
Total administrative$44,044
The Coordinated Family Care 401(k) match · 2024
Employer contribution per active participant$2,077
Median for plans this size$1,313
2024$2,077 per active participant
2023$2,035 per active participant
2022$2,929 per active participant

Coordinated Family Care'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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$39,671
OSAIC WEALTH, INC. · Investment advisory (plan)indirect comp

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$44,044 · 0.73%
2023$27,225 · 0.52%
2022$812 · 0.02%
Same employer
Similar plansAdministrative & Support Services · New Jersey
Terracycle, Inc. NJ$7.9M · 0.59%
United Security, Inc. NJ$6.7M · 1.18%
Regional Industries, LLC NJ$6.6M · 0.05%
Solix, Inc. NJ$6.0M · 0.05%
Mrs Bpo, LLC NJ$5.2M · 0.59%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 223829444 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.