Plan Ledger DOL Form 5500 · updated monthly

Corewood Care, LLC401(k)

COREWOOD CARE LLC 401(K) PROFIT SHARING PLAN AND TRUST · BETHESDA, MD · plan year 2022

Reported admin expense ratio · 2022
2.18%

Corewood Care, LLC reported $2,569 in plan administrative expenses for 2022: 2.18% of average plan assets, higher than ~75% of peers. 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 Maryland (1,657th of 1,671), and 11,720th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$148,395
Participants with balances38
Active participants121
Employer contributions—
Employee contributions$106,754
Employer contribution per active participant—
Average account balance$3,905
Benefits paid to participants$25,463
Plan auditUnmodified (clean) audit opinion
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$2,569 · 2.18%
Similar plansHealth Care & Social Assistance · Maryland
Chrysalis House Inc MD$207K · 0.92%
Home-Care Pca LLC LA$151K · 0.92%
Hamptons 2016 LLC TX$149K · 11.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 474379384 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.