Plan Ledger DOL Form 5500 · updated monthly

Country Doctor Community Clinic401(k)

CDCHC 401(K) PLAN · SEATTLE, WA · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Country Doctor Community Clinic reported $56,109 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $3,536 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 3 years on file its reported administrative ratio has held roughly steady near 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 614th-largest of 1,714 plans among Washington employers on file, and the 3,262nd of 11,911 in health care & social assistance. In 2024, employees put in $1.38 for every $1.00 the employer contributed; active participation has grown from 259 to 287 since 2022.

Plan summary
Net assets, end of year$23,898,428
Participants with balances539
Active participants287
Employer contributions$1,014,721
Employee contributions$1,398,672
Employer contribution per active participant$3,536
Average account balance$44,338
Benefits paid to participants$3,616,819
Plan auditUnmodified (clean) audit opinion
AuditorDZA, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$23.9M · 539 accts · $1.0M emplr
2023$21.9M · 557 accts · $783K emplr
2022$18.8M · 534 accts · $677K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,385
Investment management$40,000
Trustee / custodial$5,724
Total administrative$56,109
The Country Doctor Community Clinic 401(k) match · 2024
Employer contribution per active participant$3,536
Median for plans this size$2,416
2024$3,536 per active participant
2023$2,901 per active participant
2022$2,615 per active participant

Country Doctor Community Clinic's 2024 employer contribution ran above the $2,416 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 · 20244
USI CONSULTING GROUP, INC. · Recordkeeping · Loan processing$10,385
USI ADVISORS, INC. · Investment advisory (participants) · Investment advisory (plan)$40,000
CHARLES SCHWAB TRUST BANK · Custodial · Custodial (securities)$5,724
CHARLES SCHWAB & CO., INC. · Custodial · Custodial (securities)indirect 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
2024USI Consulting
2023USI Consulting

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$56,109 · 0.24%
2023$52,869 · 0.26%
2022$49,741 · 0.25%
Same employer
Similar plansHealth Care & Social Assistance · Washington
Puget Sound Kidney Centers WA$26.2M · 0.29%
Comprehensive Healthcare WA$25.6M · 0.28%
Foss Home and Village WA$20.9M · 0.15%
Sound Family Medicine WA$20.7M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237100868 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.