Plan Ledger DOL Form 5500 · updated monthly

Core Clinical Management, LLC401(k)

CORE CLINICAL MANAGEMENT 401(K) PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.85%

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

Core Clinical Management, LLC reported $31,316 in plan administrative expenses for 2024: 0.85% of average plan assets, higher than ~75% of peers. Employer contributions averaged $495 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 Georgia (1,605th of 2,160), and 7,826th of 11,911 in health care & social assistance. In 2024, employees put in $13.97 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,156,266
Participants with balances277
Active participants389
Employer contributions$192,390
Employee contributions$2,686,905
Employer contribution per active participant$495
Average account balance$18,615
Benefits paid to participants$561,196
Plan auditUnmodified (clean) audit opinion
AuditorDARNALL, SIKES & FREDERICK
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,316
Total administrative$31,316
The Core Clinical Management, LLC 401(k) match · 2024
Employer contribution per active participant$495
Median for plans this size$1,313

Core Clinical Management, LLC's 2024 employer contribution ran below the $1,313 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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$34,921
NEW YORK LIFE SECURITIES · Other servicesindirect comp
WILSHIRE ADVISORS LLC · 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 history1
2024$31,316 · 0.85%
Same employer
Similar plansHealth Care & Social Assistance · Georgia
Phoenix Senior Living GA$5.4M · 5.07%
Vsm Management, LLC GA$5.2M · 1.03%
The Sheltering Arms GA$5.1M · 0.76%
Cardiovascular Group, LLC GA$5.1M · 0.54%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 823301167 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.